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Retirement tax questions
I don't think the Calif. Public Employees Retirement Sys 1099-R is an OPM. OPM should be former
Federal employees only, or their surviving spouse's (CSA- or CSF-1099-R ) .
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For someone getting regular monthly payments from a standard pension, for the 1099-R you reply:
I received all the required RMD for 2020
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 28, 2021
4:08 PM