I receive a Federal annuity from the Office of Personnel Management (OPM). Turbo Tax asks for the codes in Blocks 7a and 7b and won't let me continue without entering them. My 1099-R from OPM doesn't have these blocks. It has Block 7 which shows "7 - NONDISABILITY." The Turbo Tax drop down has a code 7, but it is not described as "NONDISABILITY." When I select "7" from the drop down, it asks questions that make it sound like this is money distributed from an IRA, 401(k). I am confused. Please help. Thank you.
You'll need to sign in or create an account to connect with an expert.
OPM does that. They throw in a word that is supposed to be helpful but confuses people when filing their tax return. There is no such code 7 - NonDisability.
The Code of 7 in Box 7 mean a Normal Distribution, so you select the code of 7 in box 7.
If you are under the age of 70 1/2 where asked What you did with the money? select Did something else with it. Assuming you did NOT move the money to another retirement account.
If you are age 70 1/2 or older then where asked Was this withdrawal an RMD? select Yes and then All was an RMD. When you are age 70 1/2 or older All of your pension income is an RMD.
The code on your Form 1099-R that shows as 7 - NONDISABILITY is the equivalent code 7 for normal distribution that most Form 1099-R use. You will only need to enter it in the first dropdown area for box 7.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
SoCalRetiree
New Member
zbeatty
New Member
donaldjsa
Returning Member
ganolan1940
New Member
jjyoo92
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.