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New Member
posted Mar 3, 2025 9:44:37 AM

how to handle a state department Foreign Service 1099-R

Foreign Service 1099-R

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1 Replies
Level 15
Mar 3, 2025 10:15:09 AM

It should go into the 1099-R section on the Wages&Income page, in the Retirment income section.... just like any other 1099-R.

BUT

Once you start in there, you must sub-select what flavor of 1099-R it is...look carefully, as yours is likely a CSA-1099-R, which has different boxes to enter form a standard 1099-R.

 

IF you have a TSP account.....distributions from those go on a standard-plain old 1099-R.