topic W2 & 1099-R in Retirement tax questions

W2 & 1099-R

jepa — Wed, 11 Feb 2026 04:49:35 GMT

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?

Re: W2 & 1099-R

xmasbaby0 — Thu, 01 Feb 2024 18:32:30 GMT

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.

Re: W2 & 1099-R

jepa — Thu, 01 Feb 2024 18:46:26 GMT

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.

Re: W2 & 1099-R

xmasbaby0 — Thu, 01 Feb 2024 18:54:35 GMT

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?

Re: W2 & 1099-R

jepa — Thu, 01 Feb 2024 18:58:11 GMT

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

Re: W2 & 1099-R

xmasbaby0 — Thu, 01 Feb 2024 19:43:12 GMT

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

Re: W2 & 1099-R

dmertz — Thu, 01 Feb 2024 20:46:31 GMT

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

Re: W2 & 1099-R

jk407 — Thu, 01 Feb 2024 20:53:37 GMT

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

Re: W2 & 1099-R

jepa — Wed, 07 Feb 2024 16:14:33 GMT

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!