Retirement tax questions

Also, make sure you select the right form.

After you start into the 1099-R entry area, I'm pretty sure your form (from OPM) is either a CSA-1099-R (OR CSF-1099-R for a surviving spouse).  Make sure you've chosen the correct sub-form type...i.e. I suspect, not a regular 1099-R.

 

Now a TSP distribution? That would be a regular 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.*