MarilynG1
Expert Alumni

State tax filing

First, make sure you have entered this correctly in your Federal Return.

 

Be sure to select  CSA-1099-R Civil Service survivor annuity.  Select Continue and you will see automatically filled in information on OPM. Select Continue again and you will see Enter Annuity Information screen. You will be prompted to data entry and additional questions about your annuity. 

 

If box 2a is blank or UNKNOWN on your mom's 1099-R,  then there should be amount in box 9b to use with the Simplified Method.

 

Virginia requires that a 'Death Benefit' be paid out as a Lump Sum, so an annuity paid monthly is not considered a Death Benefit.  The amount would be $0. 

 

Click this link for more info on Virginia Death Benefits

 

Normally, the taxable portion of the annuity on your Federal return would also be taxable on your state return. 

 

Click this link for help from OPM Services.  You may want to have Virginia Tax withheld going forward if this is Taxable Income for her in Virginia.

 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post