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Retirement tax questions
No,
if you received a 1099-R reporting the taxable portion, (the interest earned) you will not get a 1099-R reporting a pension, you had no pension.
You would only be tax on, and therefore only report, the taxable portion.
Enter the 1099-R you received and continue. You will not get a CSR 1099-R since you are not receiving a pension. Any refund of your contributions is just a refund, you already paid tax on that when you earned it. Contributions to a FERS account are made "After Tax".
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‎January 28, 2026
10:07 AM