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patricia-giraldo
New Member

Where do you input "statement of survivor annuity paid"

My mom receives social security survivor benefit form SSA-1099 and she also receives "statement of survivor annuity paid".  I can't seem to find where to input the second one.  I have the SSA-1099 taken care of, but not for the annuity paid.  Thank you for any help.
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Accepted Solutions
ThomasM
New Member

Where do you input "statement of survivor annuity paid"

To enter the CSF-1099-R, Statement of Survivor Annuity Paid, click on the Federal Taxes tab, then Wages & Income, then scroll down to Retirement Plans and Social Security, and select IRA, 401k, Pension Plan Withdrawals (1099-R).

You'll then be asked how you want to enter the info, and you'll check I'll type it in myself.

The next screen will say Tell us which 1099-R you have, and you'll see four choices.  Check the box for CSF-1099-R, then click "continue" and follow the prompts to enter the form into TurboTax. [edited 4/12/17]

  

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6 Replies
ThomasM
New Member

Where do you input "statement of survivor annuity paid"

To enter the CSF-1099-R, Statement of Survivor Annuity Paid, click on the Federal Taxes tab, then Wages & Income, then scroll down to Retirement Plans and Social Security, and select IRA, 401k, Pension Plan Withdrawals (1099-R).

You'll then be asked how you want to enter the info, and you'll check I'll type it in myself.

The next screen will say Tell us which 1099-R you have, and you'll see four choices.  Check the box for CSF-1099-R, then click "continue" and follow the prompts to enter the form into TurboTax. [edited 4/12/17]

  

Sylviab
New Member

Where do you input "statement of survivor annuity paid"

I have a statement of annuity --for2019, not sur where to enter information.  Thanks

DoninGA
Level 15

Where do you input "statement of survivor annuity paid"


@Sylviab wrote:

I have a statement of annuity --for2019, not sur where to enter information.  Thanks


To enter, edit or delete 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 -

Form 1099-R

Form CSA-1099-R

Form CSF-1099-R

Form RRB-1099-R

Sylviab
New Member

Where do you input "statement of survivor annuity paid"

I have a statement of annuities paid.  

Sylviab
New Member

Where do you input "statement of survivor annuity paid"

I have a different gross income on this form.

DoninGA
Level 15

Where do you input "statement of survivor annuity paid"


@Sylviab wrote:

I have a different gross income on this form.


Select the form that you received from the list presented and enter the tax data from the form as received.

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