Retirement tax questions

TurboTax Desktop will use the simplified method to determine the taxable portion for box 2a of your OPM retirement distribution.   Presume that:

• Monthly payments were received,  
• Payments started in 2025, and 
• That box 7 is code 7.

You will need to know:

• The amount of the employee contributions (should be in box 9b),
• The date the annuity started,
• The number of months that payments were received in 2025, 
• The age of the recipient when the annuity started,
• The age of other beneficiaries (if there are any), and 
• Was the recipient under the retirement age for the plan.

At the screen Who gave you a 1099-R?, select Office of Personnel Management (CSA-1099-R).

Enter the pension distribution information.

After a few screens, you should arrive at We found a few other questions about your situation.  Click Continue.

At the screen Annuity information, select Yes for Periodic payments.  Click Continue.

At the screen Annuity information, select Yes for Did you start getting these payments in 2025?.  Click Continue.

At the screen Annuity information, select No for For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?.  Click Continue.

At the screen Annuity information, enter the information requested.  Click Continue.

At the screen Annuity information, answer the question Does this annuity cover more than one individual?  Depending upon your answer, there may be several additional screens to answer.  Click Continue.

You should reach the screen Simplified method result.

You will be able to view the entry under Forms on Federal 1040 lines 5a and 5b.

@angboy