Question

How do I record a lump-sum survivor benefit from a CSF-1099R

Forum|Forum|7 years ago
June 6, 2019
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TurboTax Free Edition Online

MargaretL

Employee

All you have to do is enter the CSF 1099-R in the appropriate section and answer some follow up questions.

Here is data entry:

1. Federal Taxes

2. Wages & Income

3. Scroll down and select IRA, 401(k), Pension Plans. On the screen Tell Us Which 1099-R you Have please be sure to select CSF-1099-R Civil Service survivor annuity. Select Continue and you will see automatically filled in information on OPM. Select Continue again and you will see Enter Annuity Information screen. You will be prompted to data entry and additional questions about your annuity.