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Retirement tax questions
I have been receiving OPM CSA 1099R since 2012. I have never been asked (byTurbo Tax or anyone) for the total recovered to date before. Each year the form shows the total contributed and the taxable and non taxable amounts received in that year. Recipients do not use or choose a method at all, but take what OPM sends them and do not likely know or care about the method used. Therefore, this entire line of input is irrelevant unless the IRS has changed something to require it. Completing this section in Turbo Tax will require me to find all of my forms since 2012 and do the math. Why? We have no control over the method OPM used or ability to change what they do or did.
‎April 10, 2020
12:27 PM