Retirement tax questions

@bumbleB2nah 

 

IF it was for a standard Federal retirement....it should be a CSA-1099-R

 

But, if it was for a TSP account, then it would be a regular plain 1099-R.

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If it wasn't issued until 2025, then you may not get it until early in 2026....and if you move your residence, there may be some mail forwarding issues...so try to keep them updated as to your mailing address if that is the case.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*