topic CSA 1099R is throwing a flag.... in Retirement tax questions

CSA 1099R is throwing a flag....

CHEKLOF — Wed, 11 Feb 2026 04:15:25 GMT

When I go for the review at the end before filing, it says that line 26 + 28 cannot exceed $3000.00. The number that is plugged in there is $6000, which I'm guessing is because I pay $6130.24 off the top of my pension for health insurance. The program asks me what I pay for healthcare in block 5 and it is all health benefits, no roth. It will not let me transmit my return without fixing. I am stuck.

Re: CSA 1099R is throwing a flag....

BillM223 — Sat, 10 Feb 2024 00:21:50 GMT

Contact your pension administrator and ask them why they put a value larger than $3,000 for the payments for your health policy.

When you entered your CSA 1099-R, you put in $6,000, right? Then in the screens after the data entry of the 1099-R, you should seen this screen:

Did you put the whole $6,000 here - that's what caused the error. But if you put $3,000 there, it will look like you have $3,000 ($6,000 minus $3,000) in "basis" in your plan (after tax dollars in a traditional plan, or in the case of a Roth plan, all the dollars).

Please contact your administrator and ask them why they put $6k (or whatever) in box 5. If in fact this was the correct amount (because I don't know what's going on with your pension/annuity, and some of the $6k may have been or a ROTH), then you should put $3k in the screen above, assuming that that is all the pension/annuity paid for health care premiums.

Re: CSA 1099R is throwing a flag....

CHEKLOF — Sat, 10 Feb 2024 00:41:30 GMT

Thanks. I got it figured out and filed. My pension administrator is the Office of Personnel Management for the U.S. Government. Probably have a better likelihood of talking to Elvis than a human there. I guess they just

out the amount actually paid for health benefits in the box and let you figure out that there’s a $3k cap on your own. Thank you for the reply!

Re: CSA 1099R is throwing a flag....

LindaS5247 — Sun, 11 Feb 2024 17:07:07 GMT

It appears you were able to properly enter your Form CSA 1099-R.

CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees. It's used to report civil service retirement payments.

Here are some tips for entering the form:

CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees. It’s used to report civil service retirement payments.

To enter your CSA 1099-R:

Sign in to your account and open or continue your return.
Search for 1099-R and select the Jump to link in the search results.
On the Your 1099-R screen, select Yes and then Continue.
- If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
At the import screen, select Type it in myself and then Continue.
Select the CSA-1099-R option (verify the right spouse is selected, if applicable) and Continue to enter the information from your CSA 1099-R.

You can call the Office of Perrsonnel Management (OPM) at 1-888-767-6738.

You can call them at 1-888-767-6738 between 7:30 a.m. and 5:00 p.m. Eastern time, Monday through Friday.

You can also contact them using email at retire@opm.gov.

Here is a helpful support page for OPM regarding your Form CSA 1099-R, click here. Make sure you have your CSA claim number handy.