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Retirement tax questions
The form that you each receive will have a form number on it. You need to choose the correct form that you received.
Which of these did you receive?
Form 1099-R, Withdrawal of money from 401(k) retirement plans, pensions, IRAs, etc.
Form CSA-1099-R, Civil Service annuity
Form CSF-1099-R, Civil Service survivor annuity
Form RRB-1099-R, Railroad Retirement Board annuities and pensions
‎February 26, 2025
1:31 PM