W2 & 1099-R

[jepa]

I retired from federal service (CSRS) on 12/31/2022.  I received both a W2 and a 1099-R for tax year 2023.  This seems unusual, if not odd. What am I not getting?

[xmasbaby0]

Did you work at that job at all in 2023 and/or receive any paychecks in 2023 at all for the last pay period, perhaps?   If not--- you should call and ask why they sent a W-2.

[jepa]

No, last official day was 31 December 2022.  And naturally, my last paycheck was received days after the pay period closed which was in 2023.

[xmasbaby0]

Even if your last day of work was 12-31-22-----a paycheck issued in 2023 would explain the W-2.  Is the W-2 for the amount of that last check?

[jepa]

No, it is substantially more... near $40K

[xmasbaby0]

@jepa Eeeks.....call them and ask why they sent you a W-2!!!!!

[dmertz · Accepted solution]

The W-2 might represent the payment to you of accrued personal leave.

[jk407 · Accepted solution]

It is probably your lump sum payout of Annual Leave along with your last paycheck.

[jepa]

thanks TurboTax community, after receiving your responses I dug in.... and yes, that was my last paycheck plus my annual leave lump sum.

thanks again!