Can I reduce my tax burdon if I am over 65 and I am receiving a federal government pension under the Civil Service Retirement System?

[MargaretL · Accepted solution]

You may... it depends on your contribution to the plan. If you had any, the taxable amount will be reduced using special calculation... so be sure to enter 1099-R in the system and answer follow-up questions.  Based on your plan contributions (often listed in box 9b) the taxable amount is calculated. If you do not have contributions listed, be sure to call OPM  at 1-888-828-9451 to inquire about your voluntary contributions.

TurboTax has special data entry for CSA/CSF 1099-R:

1. Federal Taxes
2. Wages & Income
3. Scroll down and select IRA, 401(k), Pension Plans. On the screen Tell Us Which 1099-R you Have please be sure to select  CSA -1099-R Civil Service annuity or CSF-1099-R Civil Service survivor Annuity. Select Continue and you will see automatically filled in information on OPM. Select Continue again and you will see Enter Annuity Information screen. You will be prompted to data entry and additional questions about your annuity. Please be sure to enter all information – including your contributions- exactly as it appears on the form. This will ensure proper calculation of the taxable amount.