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Where do you input "statement of survivor annuity paid"

Forum|Forum|7 years ago
June 6, 2019
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My mom receives social security survivor benefit form SSA-1099 and she also receives "statement of survivor annuity paid". I can't seem to find where to input the second one. I have the SSA-1099 taken care of, but not for the annuity paid. Thank you for any help.

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Best answer by ThomasM

To enter the CSF-1099-R, Statement of Survivor Annuity Paid, click on the Federal Taxes tab, then Wages & Income, then scroll down to Retirement Plans and Social Security, and select IRA, 401k, Pension Plan Withdrawals (1099-R).

You'll then be asked how you want to enter the info, and you'll check I'll type it in myself.

The next screen will say Tell us which 1099-R you have, and you'll see four choices. Check the box for CSF-1099-R, then click "continue" and follow the prompts to enter the form into TurboTax. [edited 4/12/17]

T

ThomasMAnswer

Employee

To enter the CSF-1099-R, Statement of Survivor Annuity Paid, click on the Federal Taxes tab, then Wages & Income, then scroll down to Retirement Plans and Social Security, and select IRA, 401k, Pension Plan Withdrawals (1099-R).

You'll then be asked how you want to enter the info, and you'll check I'll type it in myself.

The next screen will say Tell us which 1099-R you have, and you'll see four choices. Check the box for CSF-1099-R, then click "continue" and follow the prompts to enter the form into TurboTax. [edited 4/12/17]

S

Sylviab

I have a statement of annuity --for2019, not sur where to enter information. Thanks

DoninGA

Employee

@Sylviab wrote:

I have a statement of annuity --for2019, not sur where to enter information. Thanks

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

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

Make sure that you select the correct 1099-R -

Form 1099-R

Form CSA-1099-R

Form CSF-1099-R

Form RRB-1099-R