Should I expect to receive a 1099-R from the Office of Personnel Management after requesting a refund of my contributions to FERS?

Forum|Forum|1 year ago
February 24, 2025
2 replies
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I was employed in Federal Service for less than 1 year. According to OPM, I forfeited any interest (taxable portion) that may have been accrued over that time frame of "less than 1 year". Form SF-3106 was completed and mailed to OPM. I received a check for my contribution portion (after tax) and deposited into my bank account. I have not received a 1099-R from OPM. Should I be expecting one?

SabrinaD2

Yes, you should likely expect to receive a 1099-R form from the Office of Personnel Management (OPM) after receiving a payment for your contribution. This form reports distributions from pensions, annuities, retirement plans, etc. For more information, visit the OPM website: Get your 1099-R tax form

bumbleB2nahAuthor

@SabrinaD2

Unfortunately, I still haven't received my 1099-R. I called and requested a duplicate as well, yet still nothing. It is very difficult to get ahold of somebody at OPM.

Since I just separated from service and I am not a retiree, I can't login to "services online" using my login.gov account, because I do not have a "claim number" or "cs" number. It seems as if OPM "retirement services online" is not available to me as a non-retiree.

SteamTrain

Employee

@bumbleB2nah

IF it was for a standard Federal retirement....it should be a CSA-1099-R

But, if it was for a TSP account, then it would be a regular plain 1099-R.

_____________

If it wasn't issued until 2025, then you may not get it until early in 2026....and if you move your residence, there may be some mail forwarding issues...so try to keep them updated as to your mailing address if that is the case.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

bumbleB2nahAuthor

@SteamTrain

I did the same thing with my thrift savings plan. For that account I have received my 1099-R and included it with my filing. The refund of my FERS contributions were received in 2024.

Thank you