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March 11, 2025
Question

Survivor benefit with OPM

  • March 11, 2025
  • 1 reply
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Where do I input  the OPM survivor annuity in TurboTax free version?  I have tried under CSF1099R section and under pension section and both are giving me trouble.  

1 reply

March 11, 2025

IRS form 1099-R may be reported on the Free version.  Are you selecting the OPM CSF-1099-R?

 

 

What issues are you seeing?  Does the form report a taxable amount?  Or something else?

 

Please clarify.

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