csa-1099R taxable amount

Apr 10, 2006 4 Replies

I am helping my mom with her taxes and she has a CSA-1099R where Taxcut is asking me to enter the taxble amount of the anuity. I don't see that value on the form but I do see a box labeled "taxable annuity" (which is about 95% or the gross annuity). Is this the taxable amount? Thanks.



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Hmmm, what is a CSA-1099R form?

Did the Confederate States of America ever issue such forms?

ChEAr$, Harlan Lunsford, EA n LA

That would be the 1099 that we retired Federal bureaucrats, at least those of us under CSRS, receive.

-- Phil Marti Clarksburg, MD

This info from Taxcut should help you:

How Do I: Enter civil service retirement benefits from CSA-1099R or CSF-1099R?

We recommend that you complete the 1099-R Interview topic rather than entering information from your CSA-1099R or CSF-1099R directly into the 1099-R worksheet. To complete the 1099-R Worksheet Interview:

  1. Click the Take Me To... button. 2. Scroll down to the Retirement and Rollovers under Income; and select IRA, Pension Income (Form 1099-R). 3. Click the Go To button. 4. Click Yes or Begin. 5. Click Form CSA-1099R or Form CSF-1099R. 6. Proceed through the remainder of the Interview screens.

Well I'll be darned. Just never noticed I reckon, even though I've been doing returns for CSRS retirees for more than 30 years. Of course way back then it was on a W2P form as i remember. But there will be one of those on our next year's return, since wife retired CSRS last Dec 31st. ChEAr$, Harlan

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