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Level 1
posted Feb 8, 2021 8:30:26 AM

Civil Service pension distribution code?

I receive a monthly Civil Service pension from OPM, and my 1099-R shows "7-Nondisability" in block #7. That is not a choice in the drop down menu of choices.  Leaving it as No Entry doesn't work, and if I choose 7 it leads me down a road that would suggest that I received my entire gross distribution in a lump sum.  So what do I enter for this distributon code so that I can continue? Extremely frustrating..

0 2 668
2 Best answers
Level 15
Feb 8, 2021 8:40:11 AM

Code 7 is the correct code.

 

What problem are you encountering when you select code 7?

If box 2b Taxable amount not determined is not marked, the amount shown in box 2a is the taxable amount.

Level 15
Feb 8, 2021 8:49:03 AM

.....7= Nondisability = 7 = Normal Distribution  (same thing)

....remember that for every year....until OPM gets with the rest of the USA and labels it the same way as the IRS does.

 

2 Replies
Level 15
Feb 8, 2021 8:40:11 AM

Code 7 is the correct code.

 

What problem are you encountering when you select code 7?

If box 2b Taxable amount not determined is not marked, the amount shown in box 2a is the taxable amount.

Level 15
Feb 8, 2021 8:49:03 AM

.....7= Nondisability = 7 = Normal Distribution  (same thing)

....remember that for every year....until OPM gets with the rest of the USA and labels it the same way as the IRS does.