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Retirement tax questions
The exact form sub-type.......from OPM it would either be:
a CSA-1099-R if the form is for the original worker
or a CSF-1099-R if the form is for the surviving spouse/beneficiary.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 8, 2022
4:13 PM