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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
‎April 3, 2025
11:27 AM