Skip to main content
March 12, 2025
Question

have completed all boxes from 1099-R but unable to complete.

  • March 12, 2025
  • 2 replies
  • 0 views
have submitted all information from CSA-1099-R, is the problem that i have to add NONDISABILITY in line7

    2 replies

    VolvoGirl
    Employee
    March 12, 2025

    Non disability is the same as Normal so put in a 7 in box 7.  

    SharonD007
    March 12, 2025

    Did you enter a Form 1099-R or a Form CSA 1099-R?  Form CSA1099-R is a variation of Form 1099-R and it's an annuity issued to federal retirees. When you have a CSA 1099-R, you may have to determine the taxable portion of your distribution and you have to let TurboTax know that you are entering a CSA 1099-R. 

     

    If you entered your CSA 1099-R in the wrong spot, you'll have to delete it and follow the instructions below to enter it in the correct area. For TurboTax Online:

     

    1. Open TurboTax and go to 1099-R.
    2. Go to Income & Expenses
    3. Select Review/Edit
    4. Go to Form 1009-R
    5. Select Add/Edit
    6. Select the trash can next to the 1099-R that you want to delete

     

    Next, review the TurboTax article Where do I enter my CSA 1099-R? for detailed instructions to enter your Form CSA-1099-R.

     

    @crhayes 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"