DianeW777
Expert Alumni

Retirement tax questions

Keep your information together with your return and put the correct taxable amount in box 2a. You can check last year's return worksheet if you aren't sure.  This should tax the appropriate taxable amount, then answer the following question 'Yes, the taxable annuity amount was used as the taxable amount ".  This will work.

 

The tax free amount will be the same for each month until you recover your cost. IRS Guide to US Civil Service Benefits

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