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April 1, 2024
Question

Does "Federal government pension income to a retiree or surviving spouse" on the Oregon tax return include annuities to the surviving spouse?

  • April 1, 2024
  • 1 reply
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Related to 1099-R

1 reply

April 1, 2024

Depends.  If the deceased spouse was receiving a Federal Government pension, then the income to the surviving spouse would also be considered a Federal Government pension.

 

Here's more info from Oregon Dept. of Revenue.