topic I have a Statement of Annuity 1099R from Office of personnel management. where does it go? in Retirement tax questions

I have a Statement of Annuity 1099R from Office of personnel management. where does it go?

hoppi22 — Mon, 09 Mar 2026 06:18:15 GMT

DoninGA — Tue, 08 Feb 2022 22:55:02 GMT

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

On the screen Did you get a 1099-R in 2021? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

SteamTrain — Wed, 09 Feb 2022 00:13:50 GMT

The exact form sub-type.......from OPM it would either be:

a CSA-1099-R if the form is for the original worker

or a CSF-1099-R if the form is for the surviving spouse/beneficiary.