I received a 1099-R from Office of Personnel Management in Boyers, PA. Do I need to claim this?

The OMB form you received would be either a CSA-1099-R or a CSF-1099-R and has to be reported on your tax return.

 

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

Yes, you must report this form 1099-R on your tax return.

 

You can enter your form 1099-R by following these steps:

 

1. In TurboTax, open your tax return
2. Click on Federal in the left-hand column, then on Wages & Income on top of the screen
3. Scroll down and locate the section Retirement Plans and Social Security and click on Show more
4. Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).