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I'm a retired Air Traffic Controller, CSRS. I worked from late 1982 until late 2011. I retired at age 54yrs, 11mos. Am I a public safety official?

My annuity is paid thru OPM, and I rcv a 1099-R

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1 Reply
MargaretL
Expert Alumni

I'm a retired Air Traffic Controller, CSRS. I worked from late 1982 until late 2011. I retired at age 54yrs, 11mos. Am I a public safety official?

Yes, you are a public safety employee/official and Yes - OPM is considered a qualified retirement plan. 

The CSRS, FERS, and TSP annuities are considered qualified retirement plans.

In terms of public safety employees, the IRS has expanded their definition and it now includes: 

  • Federal law enforcement officers, 
  • Federal customs and border protection officers, 
  • Federal firefighters, 
  • Air traffic controllers, 
  • Nuclear materials couriers, 
  • Members of the United States Capitol Police, 
  • Members of the Supreme Court Police, and 
  • Diplomatic security special agents of the United States Department of State

Here is OPM data entry:

  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.
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