- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The tax software this year...seems to use that "Annuity" statement very loosely across a number of different 1099-R forms.
In a way, your pension is "annuitized" , and the pension administrators have already set up those payments according to IRS rules.
But, be careful if box 2a is lower than box 1 on that form (but not zero, blank, nor marked "undetermined)
See:
Re: What kind of plan is OPM CSA Federal retirement, 403(b) of other? Is the General Rule or the ...
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 5, 2026
4:26 AM
1,478 Views