Phil Marti wrote:
- quote -

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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timnels[at]gmail.com wrote:

- quote -

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.

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"Harlan Lunsford" <hlunsford[at]bellsouth.net> wrote:
- quote -

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

--
Phil Marti
Clarksburg, MD

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timnels[at]gmail.com wrote:

- quote -

Hmmm, what is a CSA-1099R form?

Did the Confederate States of America ever issue such forms?

ChEAr$,
Harlan Lunsford, EA n LA

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >

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.

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >