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New Member
posted Jun 4, 2019 12:46:05 PM

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

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1 Best answer
Level 15
Jun 4, 2019 12:46:07 PM

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.

2 Replies
Level 15
Jun 4, 2019 12:46:07 PM

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.

Intuit Alumni
Jun 4, 2019 12:46:10 PM

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.