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user793655
February 5, 2025
Question

I received 1099R death benefit and a week later received aCSF 1099R for a small amount later. Can’t find CSF 1099R on Turbo Tax.

  • February 5, 2025
  • 1 reply
  • 0 views
Is there a place to add it onTurbotax. Not sure what to do with it. Thanks

    1 reply

    SharonD007
    SharonD007
    February 5, 2025

    Yes, you enter Form CSF 1099-R in the same place that you enter a Form 1099-R.  Form CSF 1099-R is a variation of Form 1099-R. Refer to TurboTax article When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc. for more information.

     

    Refer to the TurboTax Help article Where do I enter my 1099-R? for instructions.

     

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