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Determining the Taxable Portion of Federal Pension Distributions

GGD-99-73R Published: May 03, 1999. Publicly Released: May 03, 1999.
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Highlights

Pursuant to a congressional request, GAO provided information on: (1) what reasons, if any, exist for the Office of Personnel Management (OPM) to report the taxable portion of annuity benefits for newly retired federal employees on the Form CSA 1099R (Statement of Annuity Paid); and (2) the feasibility of OPM's doing so.

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Topics

Retirement Security
Computer matchingData integrityFederal employeesFederal employees retirement systemIncome taxesPensionsReporting requirementsRetireesTax administrationTax returns