Who should I say my CSA 1099R is from

Form CSA 1099-R is mailed to you by OPM each year. Please see this LINK for more information.

 

CSA 1099-R (Statement of Annuity Paid) is a variation of the 1099-R form, intended for Federal retirees.

To enter your CSA 1099-R in TurboTax:

1. Open (continue) your return, if you don't already have it open.
2. Inside the program, search for csa-1099-r (lower-case, don't forget the dashes) and then click the "Jump to" link in the search results.
3. On the Your 1099-R screen, select Yes and continue.
   • If you land on the Your 1099-R Entries screen instead, click Add Another 1099-R and continue.
4. On the import screen, select I'll type it in myself and continue.
5. Select the second option, CSA-1099-R, make sure the right spouse is selected (if applicable), and continue.