Some clarification might allow us to provide a more direct answer to your question. Do you have a Form 1099-R or CSA-1099R (Exactly which one do you have?) Are you trying to use the Simplified or General Rule method for a cost recovery of the retirement? Since different types of distributions have specific rules we need any details you can provide. Where do I enter my CSA-1099R?

Question

Where do I put my deceased husband's retirement date for retirement income.

Forum|Forum|4 years ago
March 3, 2022
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DianeW777

Some clarification might allow us to provide a more direct answer to your question.

Do you have a Form 1099-R or CSA-1099R (Exactly which one do you have?)
Are you trying to use the Simplified or General Rule method for a cost recovery of the retirement?
Since different types of distributions have specific rules we need any details you can provide.
- Where do I enter my CSA-1099R?

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