AmyC
Expert Alumni

Retirement tax questions

None of what you listed is taxable to you except maybe the OPM. This link, Survivors - OPM, has the various scenarios and implications for you to find your situation. I think I got a form 1099-R and it went on my taxes when my dad died.  Here is the FAQ for OPM. Depending on the size of the estate, the estate may have a tax liability. I am very sorry for your loss.

@enuge2353

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