Hi KarenM90
In general, your response is true. My issue is with the government Civil Service Retirement System (CSRS). Contributions to this system are post-tax funds.
IRS Publication 721 “Tax Guide to U.S. Civil Service Retirement Benefits” “For use in preparing 2019 Returns” dated Dec 02, 2019. An included worksheet is included on page 28.
Form CSA 1099R from the Office of Personnel Management (OPM) 9b provides Total Employee Contributions (TEC). The TEC is divided a specific number (exclusion span in months) to determine an annual tax exclusion.
Intuit Turbotax appears to have no knowledge of IRS Publication 721 or CSRS.
