Is my retirement income from OPM (civilian government employee) a qualified retirement plan?

[MargaretL]

Yes, OPM is considered a Qualified Plan.

Note: Please be sure to enter OPM 1099-R as CSF1099-R or CSA1099-R- and not as a regular 1099-R. The program will guide you through questions on OPM taxability.

1. Federal Taxes

2. Wages & Income

3. Scroll down and select IRA, 401(k), Pension Plans. On the screen Tell Us Which 1099-R you Have please be sure to select  CSF-1099-R Civil Service survivor annuity or CSA- 1099-R Civil Service annuity.  Select Continue and you will see automatically filled in information on OPM. Select Continue again and you will see Enter Annuity Information screen. You will be prompted to data entry and additional questions about your annuity. Please be sure to enter all information – including your contributions- exactly as it appears on the form. This will ensure proper calculation of the taxable amount.

[clawzilla]

This does not work because it again takes me into the RMD loop and civil service retirement does not require RMD distributions!!! It asks if retired police or fireman and I say no and bam its onto the RMD thing again. 

[ColeenD3]

Please see this question from MargaretL:

I am assuming you have passed the age of 70 1/2, which is the required age for the required minimum distributions.

All retirement accounts, even pensions and annuities, must meet the RMD requirements.

However, the way the pension plans meet the RMD requirements is by creating an annuity paid periodically.  You may simply select YES to the RMD question (Was this withdrawal RMD and all of this was RMD).  You will also be asked if the amount reported is paid periodically in equal amounts.  By selecting YES the RMD requirements are met and you may continue with the tax preparation.