AmyC
Expert Alumni

Retirement tax questions

The taxable portion is the difference between your box 1 income and your box 5 contributions.

 

Publication 721 (2024), Tax Guide to U.S. Civil Service Retirement Benefits states:

Part of the annuity benefits you receive is a tax-free recovery of your contributions to the CSRS or FERS. The rest of your annuity benefits are taxable.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"