CatinaT1
Expert Alumni

Retirement tax questions


No.  For the FERS you did not have 5 or more years of service as of Aug 12, 1989.

 

As far as the military retirement, it depends on your listed retirement date.  You say you retired Dec 2017, but then you refer to Nov 1983. 

 

The requirement is that you had five or more years of service as of Aug 12, 1989.

 

There is nothing you need to provide to NC, but you do need to keep your records.  In some cases they will ask for documentation, but you will only provide this if you receive a letter asking for it.

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