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Retirement tax questions
The posted answer is very complete but does not match my copy of Turbo Tax Home and Business and I am still struggling with my original question.
The form that I received for OPM is form CSF 1099R.
The Box 1 entry is $2460
The Box 2 entry is UNKNOWN
The Box 3 entry is NONE
The Box 7 entry is 4 - DEATH - BENEFIT
The Box 9b entry is 2730.69
My question is " is the Box 1 Gross distribution taxable or is it treated as a non-taxable survivor benefit?"
I will appreciate the assistance.
March 1, 2020
5:48 PM