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posted Jun 6, 2019 6:03:08 AM

If there is no Box 7 entry on this site to enter Code 3 Disability from CSA1099R, and Boxes 7a-7b are empty. I have gone back to correct/enter 3 times now. What do I do?

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Level 13
Jun 6, 2019 6:03:09 AM

Are you saying that you went to Federal->Wages & Income->IRA, 401(k), Retirement Plans and Social Security and click on Start or Revisit for "Pension Plan Withdrawals (1099-R)"? And then you added a 1099-R? And then when you came to the screen entitled "Tell Us Which 1099-R You Have" that you picked the option "CSA-1099-R, Civil Service annuity"?

On the next screen, you should see "Confirm Payer Information", and the payer should be pre-filled in with "Office of Personnel Management". And on the screen after that, there should be a box 7 - in fact, there is box 7a and 7b, both of which have pull-down menus from which you can select "3-Disability". (you just need to do box 7a).

Are you saying that you made the navigation in the first paragraph but don't see box 7 referred to in the second paragraph?

If not, then don't change try to change the 1099-R but delete it and re-add it.

1 Replies
Level 13
Jun 6, 2019 6:03:09 AM

Are you saying that you went to Federal->Wages & Income->IRA, 401(k), Retirement Plans and Social Security and click on Start or Revisit for "Pension Plan Withdrawals (1099-R)"? And then you added a 1099-R? And then when you came to the screen entitled "Tell Us Which 1099-R You Have" that you picked the option "CSA-1099-R, Civil Service annuity"?

On the next screen, you should see "Confirm Payer Information", and the payer should be pre-filled in with "Office of Personnel Management". And on the screen after that, there should be a box 7 - in fact, there is box 7a and 7b, both of which have pull-down menus from which you can select "3-Disability". (you just need to do box 7a).

Are you saying that you made the navigation in the first paragraph but don't see box 7 referred to in the second paragraph?

If not, then don't change try to change the 1099-R but delete it and re-add it.