3013570
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Where do I input my annuity from the federal gov't? The only options I see are banking and investment institution.?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
TeresaM
Expert Alumni

Where do I input my annuity from the federal gov't? The only options I see are banking and investment institution.?

If you have a CSA 1099-R, Statement of Annuity Paid please enter in the Wages and Income section from the left menu.

 

  1. Scroll down to Retirement Plans and Social Security and click on Show More
  2. Select Start or Revisit for IRA, 401(k), Pension Plan Withdrawals (1099-R) 
     

Click the Change how I enter my form button, on the bottom. 

 

 

 

Click on Type it in myself, on the bottom. 

 

 

On this screen select one of the two CSA 1099-R boxes, if you are the retiree or a survivor. TurboTax will walk you through the entry from there.
 



 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question