It sounds as if you are not entering your 1099-R CSA in the correct section.
TurboTax has a separate entry for the OPM, please be sure to enter our form in the right section:
Thank you for the clarification. When box 2a shows as unknown, leave it blank and select NO, a different amount was taxable. The program will calculate the amount based on your Total employee contributions and follow up questions.
There is no screen with the message "Tell us which 1099-R you have." So, I still don't know how to answer the question "Was the amount shown in the Taxable Annuity Box the Taxable Amount?"
The form does not have any box called "Taxable Annuity." Do you mean box 2 - "Taxable Amount"?
Of course, I followed all the instructions on entering data for the Federal Annuity CSA 1099-R on Turbo Tax. Using the Simplified Method, TT correctly calculated my Taxable Amount, and in the end, it claimed "We'll use this amount..." HOWEVER, when I went to my list of 1099_R's, TT had the original box 1 Gross Distribution amount!!!
Turbo Tax does calculate the amount for box 2a on your Statement of Annuity Paid form, from OPM.
When you get to the screen with Taxable Amount, click "No, a different amount ..."
Then, I used the "Simplified Method" which I believe is required, to calc. the Taxable Amount. Box 9b on the 1099-R has your Contributions, which you need to enter.
Note:
(I have not yet been able to get TT to USE this taxable amount!)
@Chaspol- You use the box 9b amount in the simplified method calculation to determine the taxable amount for box 2a. That will go on the 1040 form line 4b (taxable amount) and the 1099-R box 1 amount on 1040 line 4a.
(If you print all forms and worksheets [online version], or switch to the forms mode [CD/download version], you can view the bottom part of the 1099-R where the simplified method worksheet is.
Also refer to IRS pub 721 page 6 for more information or ask OPM for help.
\https://www.irs.gov/pub/irs-pdf/p721.pdf