Where do I record CSA form 1099R?

alexander_sandra — Wed, 11 Feb 2026 04:43:50 GMT

Re: Where do I record CSA form 1099R?

KrisD15 — Fri, 02 Feb 2024 15:46:43 GMT

Under Personal Tab

Select Income

Retirement Plans and Social Security

IRA, 401(k), Pension Plan Withdrawals (1099-R)

START

Select to type it in

Be sure to select CSA-1099-R, Civil Service annuity

Re: Where do I record CSA form 1099R?

xmasbaby0 — Fri, 02 Feb 2024 16:02:18 GMT

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

Re: Where do I record CSA form 1099R?

JamesG1 — Sun, 04 Feb 2024 20:21:34 GMT

TurboTax Online will use the simplified method to determine the taxable portion for box 2a of your CSA 1099-R. Presume that:

Monthly payments were received,
Payments started in 2023, and
That box 7 is code 7.

You will need to know:

The amount of the employee contributions (should be in box 9b),
The date the annuity started,
The number of months that payments were received in 2023,
The age of the recipient when the annuity started,
The age of other beneficiaries (if there are any), and
Was the recipient under the retirement age for the plan.

Follow these steps:

Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
You may need to click Add more income.
Scroll down to Retirement Plans and Social Security, click on the dropdown menu.
Click Start/Revisit to the right of IRA 401(k) Pension Plan Withdrawal (1099-R).
At the screen Who gave you a 1099-R, select Office of Personnel Management (CSA 1099-R).
At the screen Any Periodic Payments? select Yes, got regular payments from this retirement account.
At the screen Payment Start Year select Yes started getting payments in 2023.
At the screen Let’s figure out how much is taxable, select I need to figure out how much of this money I took out is taxable.
At the screen Enter Annuity Information enter required information. Plan Cost should be in box 9b.
At the screen Enter Ages enter required information.

View Federal 1040 tax return line 5a and 5b at Tax Tools / Tools / View Tax Summary / Preview my 1040.

@alexander_sandra

topic Where do I record CSA form 1099R? in Retirement tax questions

Where do I record CSA form 1099R?

Re: Where do I record CSA form 1099R?

Re: Where do I record CSA form 1099R?

Re: Where do I record CSA form 1099R?