KrisD15
Expert Alumni

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". 

 

@FFE2025 

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