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Solved

W2 & 1099-R

Forum|Forum|2 years ago
February 1, 2024
2 replies
0 views

I retired from federal service (CSRS) on 12/31/2022. I received both a W2 and a 1099-R for tax year 2023. This seems unusual, if not odd. What am I not getting?

Best answer by dmertz

The W-2 might represent the payment to you of accrued personal leave.

Employee

Did you work at that job at all in 2023 and/or receive any paychecks in 2023 at all for the last pay period, perhaps? If not--- you should call and ask why they sent a W-2.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

jepaAuthor

No, last official day was 31 December 2022. And naturally, my last paycheck was received days after the pay period closed which was in 2023.

Employee

Even if your last day of work was 12-31-22-----a paycheck issued in 2023 would explain the W-2. Is the W-2 for the amount of that last check?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

dmertzAnswer

Employee

The W-2 might represent the payment to you of accrued personal leave.

jepaAuthor

thanks TurboTax community, after receiving your responses I dug in.... and yes, that was my last paycheck plus my annual leave lump sum.

thanks again!