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March 6, 2025
Question

My federal Statement of Annuity Paid is labeled 1099-R, not CSA-1099-R. I uploaded this form and am in a loop where I'm asked questions that aren't pertinent. Idea why?

  • March 6, 2025
  • 1 reply
  • 0 views
I am a civilian retiree.

1 reply

VolvoGirl
Employee
March 6, 2025

What’s it asking you?  Did you import it?  If you entered it as the wrong kind of 1099R you can delete it and enter it again manually.

SteamTrain
Employee
March 6, 2025

What is listed in the left margin of the form.....there's probably squint-print there typed vertically.

 

I've seen several in past years, where the  "CSA 1099-R" is printed there.  (or CSF-.... for a surviving spouse)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*