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Retirement tax questions
This doesn't make sense. TSP distributions are reported on a regular Form 1099-R. A CSA 1099-R (from OPM, not the Thrift Savings Plan) reports distributions from CSRS or FERS, not the TSP. Regular periodic payments from CRSR or FERS are not eligible for rollover.
The 20% federal tax withholding would be present in box 4 of whatever 1099-R reports the distribution from which the 20% was withheld. TurboTax automatically includes this amount on Form 1040 line 25b.
‎April 5, 2023
1:18 PM