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OPM CSF 1099-R SURVIVOR ANNUITY

Hi,

 

My Mom is receiving my Dad's OPM pension as a Survivor (Dad passed in 2024) and received her OPM CSF 1099-R (Civil Service Survivor Annuity).

 

Under:

Wages & Income

Where is this distribution from?

One of these retirement providers:

Federal Government Pension

 

I may be over-thinking this...

 

Even though my Mom didn't "earn" the pension herself,  do I still check the box that it's a Federal Government Pension, or do I check the box "None of the Above?"

 

Thank you.

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1 Best answer

Accepted Solutions
SteamTrain
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

OPM CSF 1099-R SURVIVOR ANNUITY

@Wedding5500 

 

Yeah...overthinking....it's still considered a US Govt pension.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post

2 Replies
SteamTrain
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

OPM CSF 1099-R SURVIVOR ANNUITY

@Wedding5500 

 

Yeah...overthinking....it's still considered a US Govt pension.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

OPM CSF 1099-R SURVIVOR ANNUITY

@SteamTrain 

 

I appreciate your response, thank you!

 

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