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  • Solved: I receive a 1099R statement of Survivor Annuity paid . . . - Intuit
    The IRS instructions state "Generally, you must enter the taxable amount in box 2a " If the annuity was purchased with after-tax funds, then it’s non-qualified Non-qualified annuities require tax payments on only the earnings The amount of taxes on non-qualified annuities is determined by something called the exclusion ratio
  • I have received a Statement of Survivor Annuity Paid CSF1099R . . . - Intuit
    Yes, the Statement of Survivor Annuity Paid CSF1099R from the Office of Personnel Management looks a little different, but it is just another 1099-R Due to the age of the original annuitant, the basis of the annuity should have been recovered already
  • Solved: What do I do with money 1099-R box 9b - Intuit
    When the taxpayer retires, then the pension or annuity from the retirement plan begins As the payments are made to you, each payment consists of a little bit of that "basis" and a lot of the money that the company is contributing
  • I am retired Federal Employee Where do I record information from CSA 1099R?
    CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees Click here for instructions on how to report form CSA-1099 on your return **Say "Thanks" by clicking the thumb icon in a post **Mark the post that answers your question by clicking on "Mark as Best Answer"
  • Solved: For a retired federal employee, is the amount in box 5 . . . - Intuit
    If you do not have those voluntary contributions or Designated ROTH contributions, then the amount in Box 5 is insurance premiums paid from your annuity FEHB health insurance premiums are not deducted from your annuity to reduce your taxable amount I think this means they are taxed and should be available as a medical expense deduction
  • Solved: 1099R Survivor Annuity Paid - Intuit
    Received 1099R from OPM for survivor annuity paid for my mother Box 2a says UNKNOWN, Box 8b says UNKNOWN, the only boxes with amounts shown are box 1 and box 5 How do I enter this correctly in turbotax?
  • Where do I enter my CSA 1099-R? - Intuit
    CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees It’s used to report civil service retirement payments
  • Solved: Why is taxable amount “unknown” on 1099R? - Intuit
    When the Taxable Amount is marked as 'Unknown'; this means that Office of Personnel Management did not calculate the tax-free portion of your annuity Some of the most common reasons for not calculating the tax-free portion of your annuity are; Your case is a Disability Retirement You retired prior to November 19, 1996 You have Voluntary Contributions Apportionment was paid to your former
  • Where do you input statement of survivor annuity paid
    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
  • Solved: We received a W2 and a statement of annuity paid . . . - Intuit
    The statement of annuity paid is for you to keep for your records You will use the Form W-2 It is the information statement that is given to the Internal Revenue Service





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