Question

CSA 1099R ANNUITY INPUTS IN TURBO TAX DON'T MATCH WHAT IS ON FORM

Forum|Forum|6 years ago
April 13, 2020
1 reply
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I AM TRYING TO INPUT THE INFORMATION LISTED ON THE CSA 1099 FORM IN TURBO TAX FOR 2019 AND WHAT IS IN BOX 7 ON THE CSA 1099R FORM IN BOX 7 IS NONDISABILITY AND THE DROP DOWN MENU HAS NO MATCH FOR THAT AND I CAN'T DELETE WHAT I ACCIDENTALLY PUT IN.

EMAIL ME AT [email address removed]

Thank you,

Jacqueline Chrislieb

DoninGA

Employee

Use the Code 7 - Normal Distribution in the dropdown for box 7

OPM uses code 7 NonDisability which is still an IRS Code 7

P

PreparerAAuthor

I put normal distribution as advised in the second box for 7, but can I take out the incorrect input that I picked accidentally. Is there a way to take that out?

DoninGA

Employee

@PreparerA wrote:

I put normal distribution as advised in the second box for 7, but can I take out the incorrect input that I picked accidentally. Is there a way to take that out?

If you have entered two codes for box 7 instead of only one code and cannot remove one of the codes, then delete the 1099-R and re-enter manually.