TurboTax FAQ
TurboTax FAQ
215 people found this useful

Forms CSA and CSF 1099-R, Civil Service and Federal Employees Retirement System

Form CSA 1099-R and CSF 1099-R are variations of the more commonly seen Form 1099-R. Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS) benefits, and come in two versions:

  • CSA-1099-R Statement of Annuity Paid (for Civil Service retirees)
  • CSF-1099-R Statement of Survivor Annuity Paid (for survivors of Civil Service employees)

For a complete discussion of U.S. Civil Service Retirement benefits and these forms, see IRS Pub 721 Tax Guide to Civil Service Retirement Benefits.

Entering Forms CSA-1099-R or CSF-1099-R into TurboTax

If you have a form CSA-1099-R or CSF-1099R, you can jump to the TurboTax entry area.

  1. In the TurboTax search box, enter csa-1099-r or csf-1099-r (with the dashes) and press the Enter key,
    Then click on the jump to csa-1099-r (or csf-1099-r) link.
  2. On the Your 1099-R screen, check the Yes button by Did you have any of these types of income in 2014?, then click Continue.
  3. Follow the prompts to either import or enter your CSA-1099-R or CSF-1099-R form and finish the interviews.

The interview asks about periodic payments. These are funds you receive on a regular intervals over a predetermined period of time, such as 15 years, or maybe for life. Check your plan for how to answer these questions.

Depending on the dates and rules of your pension, a portion of your payments may be excluded from your income using one of two methods, either the General Rule or the Simplified Method. TurboTax helps you enter your information.

For information about excluding part of your federal pension payments, see IRS Topic 411 – Pensions, the General Rule and the Simplified Method.