topic Re: Civil Service pension distribution code? in Retirement tax questions

Civil Service pension distribution code?

Mike7495 — Mon, 08 Feb 2021 16:30:26 GMT

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..

Re: Civil Service pension distribution code?

dmertz — Mon, 08 Feb 2021 16:40:11 GMT

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.

Re: Civil Service pension distribution code?

SteamTrain — Mon, 08 Feb 2021 16:49:03 GMT

.....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.