turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

r5836915
Returning Member

Re: How to add Form CSF 1099-R_LS for the beneficiary of a decedent who was retired from federal ...

@MarilynG1 There is no additional code in box 7, and no box 2b present at all. This form is very similar to this sample form (with box 1 and 2a equal to the amount received, box 5 and 9a blank, and the code 4 in box 7) Would the lack of the code A mean it is not eligible? I have not and will not receive any further distribution related to this.

 

After more digging, starting with the SF2800-1, which guides to Pub 721, then Pub 575, then the 2024 version of Pub 575, what do you make of the last item found under "Distributions that don't qualify." on page 21? 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MarilynG1
Employee Tax Expert

Re: How to add Form CSF 1099-R_LS for the beneficiary of a decedent who was retired from federal ...

Since you only have Code 4 in Box 7, the Office of Personnel Management may have determined that you don't qualify for the 10-year averaging.  You could verify with them if your distribution doesn't qualify for one of the reasons listed in Pub. 575.

 

Did you try entering as a regular 1099-R and checking the box for 'entire distribution' to see if lump-sum questions were generated?

 

@r5836915 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question