Question

2020 Fed return. Screen that says "Where is your distribution from? Mine is the OPM, not military. I said Other distributipn. Then it has "! Needs Info." Help!

Forum|Forum|5 years ago
January 25, 2021
1 reply
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The Info refers to military which is not me. I can't get thru the review because of this.

TurboTax Free Edition Online

Please go back to the beginning of the 1099-R section and verify that you selected "Office of Personnel Management (CSA 1099-R) For U.S. Government Civil Service retiree annuity" (or "Office of Personnel Management (CSF 1099-R) For U.S. Government Civil Service survivor annuity" if applicable) and not 1099-R.

Login to your TurboTax Account
Click on the Search box on the top and type “1099-R”
Click on “Jump to 1099-R” and you should see the “Your 1099-R Entries” screen
Click on "Edit" continue until "Who gave you a 1099-R?"