Retirement tax questions

@redrockchang 

 

........and when you do get to the 1099-R section....if it is a CSA-1099-R from OPM....then you need to make sure you select the CSA-1099-R form type....that is a slightly different form from the standard-plain 1099-R  in some of the box numbers.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*