Where to Enter Information from Forms CSA and CSF 1099-R in TurboTax

Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS) benefits are generally shown on forms:

• CSA-1099-R Statement of Annuity Paid (for Civil Service retirees)
• CSF-1099-R Statement of Survivor Annuity Paid (for survivors of Civil Service employees)

For a complete discussion of U.S. Civil Service Retirement benefits, see IRS Publication 721 (website) or PDF file.

In TurboTax, find the Form 1099-R entry area under:

1. Federal Taxes tab (Personal Tab in Home & Business product),
2. Wages & Income button, click on Explore on My Own.
3. On the Your 2011 Income Summary page, scroll down to Retirement Plans and Social Security.
4. Click Start/Update next to IRA, 401(k), Pension Plans (1099-R).

You can also find the Your 1099-R screen by entering “rrb-1099-r” in the search box at the upper right area of your program and clicking Find.

On the Your 1099-R screen, select Yes. Check how you want to enter your informaiton and select Continue.

Enter the payer and recipient information, then the annuity information. Be sure to enter the box 7 distribution code, as this determines how your payment is handled for tax purposes.

The interview asks about periodic payments. These are funds you receive on a regular intervals over a predetermined period of time, such as 15 years, or maybe for life. Check your plan for how to answer these questions.

Depending on the dates and rules of your pension, a portion of your payments may be excluded from your income using one of two methods, either the General Rule or the Simplified Method. For information about excluding part of your federal pension payments, see IRS Topic 411 – Pensions, the General Rule and the Simplified Method.