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Originally Posted by DougO24 Thank you for your help with this matter. The availability of my father's tax returns after retirement is doubtful. Can I obtain information from the IRS as to how much of my father's cost was recovered? By the way, box 9b (Form CSF 1099R), the total pension self-contributions my father made, has not changed. The amount on the 2015 CSF 1099R from the OPM is the same. Does this mean anything? Does the IRS supply information to the OPM regarding cost recovery? |
Can I obtain information from the IRS as to how much of my father's cost was recovered? ======== You may request a Summary of Payments, show-
ing the amounts paid to her
from OPM by calling OPM's Retirement Informa-
tion Office at 1-888-767-6738. You will need your CSF
claim number and her social security number when you contact the irs.
By the way, box 9b (Form CSF 1099R), the total pension self-contributions my father made, has not changed. The amount on the 2015 CSF 1099R from the OPM is the same. Does this mean anything?================= no; If you think there is an error on the 1099-R, then you should contact the issuer and have them issue a corrected 1099-R if it is, in fact, incorrect.yu?d calculate pension exclusion;by USING THE BOX9B NUMBER as starting point. The amount is then used in conjunction with the estimated number of distributions you'll receive in your lifetime -- a figure the IRS provides on the worksheet based on your age -- to determine the amount of each distribution you receive tax-free
Does the IRS supply information to the OPM regarding cost recovery?====as mentioned above