Question

Is a CSA1099R (retirement pay) posted as a 1099R or should it be posted as income (W-2 form). This is not funds form my IRA.

Forum|Forum|2 years ago
January 22, 2024
1 reply
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Is a CSA1099R for retirement pay posted like W-2 earnings?

TurboTax Deluxe Online

DoninGA

Employee

No the CSA-1099-R is not entered as a W-2

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

On the screen Did you get a 1099-R in 2023? 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

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

C

Cynthiad66

CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees. It’s used to report civil service retirement payments.

To enter your CSA 1099-R:

Sign in to your account and open or continue your return.
Search for 1099-R and select the Jump to link in the search results.
On the Your 1099-R screen, select Yes and then Continue.
- If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
At the import screen, select Type it in myself and then Continue.
Select the CSA-1099-R option (verify the right spouse is selected, if applicable) and Continue to enter the information from your CSA 1099-R.