Where do I enter my 1099-R?
You'll get a Form 1099-R if you received $10 or more from a retirement plan. You're required to report a 1099-R on your tax return, even if the distribution isn't taxable.
You can import or upload your 1099-R, or manually enter the information yourself.
Here's how to navigate to the 1099-R section:
TurboTax Online/Mobile: Go to 1099-R.
TurboTax Desktop: Select Search Topics. Search for and select 1099-R.
Where do I enter my CSA 1099-R?
CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees. It’s used to report civil service retirement payments.
To enter your CSA 1099-R:
Navigate to the 1099-R section:
TurboTax Online/Mobile: Go to 1099-R.
TurboTax Desktop: Search for and select 1099-R.
On the Your 1099-R screen, select Yes and then Continue.
If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
At the import screen, select Type it in myself and then Continue.
Select the CSA-1099-R option (make sure the right spouse is selected, if applicable) and Continue to enter the information from your CSA 1099-R.
