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April 15, 2025
Question

Where can I find the plan cost at annuity starting date for a pension? Form 1099-R does not show this information.

  • April 15, 2025
  • 1 reply
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Appears this information is needed for the Simplified Method. First year with a pension payment.

1 reply

April 15, 2025

The amount of the employee contributions should be found in box 9b of the CSA-1099R Civil Service annuity form.

 

If the employee contributions are not found there, you will have to contact the Office of Personnel Management.

 

 

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