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New Member
posted Jan 30, 2025 7:48:04 PM

Is FERS a qualified plan?

For purposes of deciding whether to use the "simplified method" or the "general rule," is the annuity portion of Federal FERS retirement a "qualified plan"

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2 Replies
Employee Tax Expert
Jan 30, 2025 7:59:27 PM

Yes, FERS is a qualified retirement plan.

 

Refer to U. S. Office of Personnel Management FAQ Is my pension from OPM a "qualified" or "non-qualified plan"?

Level 15
Jan 31, 2025 11:28:29 AM

... and you would use the Simplified Method if the correct taxable amount is not shown in box 2a of the 1099-R.