1040 married filing jointly Thrift Savings Plan

jeff163 · ‎February 21, 2023

I am retired and receive a 1099-R for my pension and a 1099-R for withdrawals form my Thrift Savings Plan which is not an IRA but similar to a 401K. Does this go on the same line (5a) as pensions and annuities?

HelenC12 · ‎February 21, 2023

Yes, distributions from a Thrift Savings Plan (TSP) page 27, would be entered on line 5a. A TSP is the equivalent of a 401(k) for federal workers.

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HelenC12 · ‎February 21, 2023

Yes, distributions from a Thrift Savings Plan (TSP) page 27, would be entered on line 5a. A TSP is the equivalent of a 401(k) for federal workers.

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jeff163 · ‎February 23, 2023

Thank you.

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1040 married filing jointly Thrift Savings Plan