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hog9050
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I am a Retired Federal Employee. Do I check Qualified government employee or pension when asked Where This Distribution is From?

 
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2 Replies

I am a Retired Federal Employee. Do I check Qualified government employee or pension when asked Where This Distribution is From?

The IRS says

"The CSRS (Civil Service Retirement System), FERS (Federal Employees Retirement System), and TSP (Thrift Savings Plans) annuities are considered qualified retirement plans.  You can find information about computing the taxable portion of your annuity by going to IRS Publication 721 (Tax Guide to U.S. Civil Service Retirement Benefits) on the Internal Revenue Service website." 

From (https://www.opm.gov/faqs/QA.aspx?fid=735eda40-61a8-45df-b6ad-47185f4c91a5&pid=dcdd4c76-cea6-4e81-89e...)


I am a Retired Federal Employee. Do I check Qualified government employee or pension when asked Where This Distribution is From?

I am a Postal Service retiree, And I had a problem with my Pension RMD, no with my retirement account, The Law was clear, but Pension was something else. Everybody was in the La La La Land. Finally I called the  USOPM and they searched my account and solved the problem. My advice is do not waste time with the branches and go straight to the tree. Patience and GOOD LUCK !

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