BobKamman
Level 15
04-19-2021
06:34 PM
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So he retired at 58 and would have recovered his cost in 260 months -- by 2016. Usually, though, when I see a blank for "taxable amount," there is some special situation, like disability retirement or a survivor pension. Helps to know when he started his federal career, to figure how much he would have paid in after-tax contributions.
Rule of thumb: If he has a pension file dating back to when he retired, take a look. Otherwise, it's all taxable. And Pub 721 is a good source.