jw-rogers
Level 3
04-20-2021
03:27 PM
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Have a client with an OPM 1099-R for 2020 and they want to use a 8915-E to defer...looking at the eligible plans they include:
• A qualified pension, profit-sharing, or stock bonus plan (including a 401(k) plan).
• A qualified annuity plan.
• A tax-sheltered annuity contract.
• A governmental section 457 deferred compensation plan.
• A traditional, SEP, SIMPLE, or Roth IRA.
Anyone else seen this? Is a OPM pension a qualified pension or annuity plan? My guess based on the other types of accounts would be no...but any friendly advice is appreciated.
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