Retirement tax questions

@AnnMarie   "Federal form 1099-R"  ?

 

Do you mean a CSA- or CSF-1099-R from OPM?    if so, you didn't pick that exact type of form when you started thru the 1099-R interview...those do have different numbering from the standard 1099-R.

 

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