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Retirement tax questions
The snippets are from the safe-harbor explanation drafted by the IRS for a plan to use to satisfy the statutory requirement that the plan provide a written explanation at least 30 days prior to the distribution of the options regarding a distribution that is eligible for rollover.
It seems that the CSA-1099-R you are looking at is for an entirely separate distribution having nothing to to with the TSP. The distribution from the TSP would have been reported to you on a separate regular Form 1099-R. Log in online to your TSP account and check for downloadable tax statements.
‎April 6, 2023
8:16 AM