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6 replies

June 3, 2019

CSA 1099-R, Statement of Annuity Paid , is a variation of the 1099-R form for Federal retirees. It’s used to report civil service retirement payments.

To enter your CSA 1099-R:

  1. Sign into your account and open your return by selecting the Take me to my return button.
  2. Type “1099-r” (lower-case, with the dashes) in the Search box.
  3. Select the "Jump to" link in the search results.
  4. On the Your 1099-R screen, select Yes and continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R and continue.
  5. At the import screen, select I'll type it in myself and continue.
  6. Select the CSA-1099-R option (verify the right spouse is selected, if applicable) and continue.
Level 2
February 10, 2020

Thank you for that good information

Level 2
March 11, 2020

I entered annuity dollars and taxes, as a 1099r. The form also shows as a CSA 1099r, is this the same, or do I need to change the type of form, on my online return? 

Level 15
March 11, 2020

If you received a CSA 1099-R and it’s appearing as a CSA 1099-R, you’re fine. 

If you received a normal 1099-R and it’s appearing as a CSA 1099-R, go ahead and delete it, and re-input.

Please see Tips and tricks in the TurboTax Help article "How do I view and delete forms in TurboTax Online?" for guidance.