Question

Handling of CSA1099

Forum|Forum|5 years ago
March 19, 2021
1 reply
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i am a federal retiree and get a CSA 1099 instead of a SSA1099. My benefits verrification shows nothing paid by SSA. no benefits, no bbenefits repaid and no voluntary fed income ttax withheld. Do i leave the section on SSA1099 blank and/or can i input thee amount paid for medicare part B premium?

Employee

You do not enter a CSA-1099-R in the Social Security section of the program. It is entered in the Form 1099-R section.

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2020? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

Select the CSA-1099-R form. Enter your form as received. Continue with this section until it completes.