anonymouse1
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Federal retiree here too - so a monthly pension isn't considered a "periodic payment"? Should we click No on that question? I don't remember having this problem...
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Of course you can't roll part of a Roth account into a traditional account! I was referring to the TSP policy of taking distributions (traditional or Roth) pro-...
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Ugh, I hadn't even looked at that section because we haven't gotten a 1098-T yet - and just to make it harder, our senior is off campus this year. For now I jus...
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Thanks - because the Roth TSP and traditional TSP must be invested identically, and distributions are taken on a pro-rata basis across all investments, I think ...
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Oh, and by "you must track each conversion separately" do you mean the year (so 1099-R) or each little conversion made within the year (cash $xxxx.xx on 4/15/20...
Activity Feed for anonymouse1
- Posted Re: Taxable amount of retirement annuity on Retirement tax questions. 36m ago
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- Posted Re: What kind of plan is OPM CSA Federal retirement, 403(b) of other? Is the General Rule or the Simplified Method be used to figure out the taxable amount of this annuity? on Retirement tax questions. Wednesday
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