Retirement tax questions


@grizzledwayn wrote:

This is my wifes retirement plan, its a CSA 1099r annuity paid. Box 7 has code 3 in it.  But the summary of payments YTD is different than the 1099R box 1. We tried calling OPM no luck.


I believe you are correct about subtracting box 5 from box 1.  However, I am also concerned that the box 1 (gross payout) does not match what you actually received.  Someone else may have more experience with civil service pensions.  @dmertz