I need a special 1099R paid by the Office of Personnel Management;

morzins — Tue, 04 Jun 2019 21:11:14 GMT

How do I change the payers name from Fidelity to OPM Retirement Operations on Turbo Tax? The Gov 1099R never has a 2a Taxable amount stated.. Can you get me the formula for obtaining that "Taxable amount" required figure.

Choose the CSA-1099-R type. Enter a 1099-R here: Federa...

macuser_22 — Tue, 04 Jun 2019 21:11:16 GMT

Choose the CSA-1099-R type.

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.

Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

topic I need a special 1099R paid by the Office of Personnel Management; in Retirement tax questions

I need a special 1099R paid by the Office of Personnel Management;

Choose the CSA-1099-R type. Enter a 1099-R here: Federa...