Where do I enter my income from federal civil service annuity?

[DoninGA · Accepted solution]

To enter a form 1099-R -

• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• Click on I'll choose what I work on (if shown)
• Scroll down to Retirement Plans and Social Security
• On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

Make sure that you select the correct 1099-R in the forms selection screen.

[IreneS]

To enter your Civil Service Annuity, please follow these steps:

1. Click on Federal > Wages & Income.
2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R).
3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  First delete the 1099-R you started to enter by clicking the Delete box next to it. 
4. Now you can click on the link Add Another 1099-R. 
5. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
6. You can either import your 1099-R or click on the I'll type it in myself box.  
7. If you choose to enter the information yourself, you will see the screen, Tell Us Which 1099-R You Have.  On this screen you can select either CSA-1099-R, Civil Service annuity or CSF-1099-R, Civil Service survivor annuity.
8. On the next screen, verify whether the owner of the 1099-R is you or your spouse.
9. The screen in TurboTax should match the type of 1099-R form you received.