First year in retirement question.

Managing your TSP and alternate investment options after retirement or separation from service.

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cosmo
Posts: 38
Joined: Mon May 21, 2018 4:00 pm

First year in retirement question.

Post by cosmo »

I retired on Jan 31, 2018. I was wondering if I receive a W2 for that month, and a 1099R for the remaining eleven months? Or will the 1099R cover the whole year?
If anybody has experience with this, or knows of a good resource to find this answer, it would be greatly appreciated.

Thanks, Jack

Retired56
Posts: 10
Joined: Thu Jul 28, 2016 12:35 pm

Re: First year in retirement question.

Post by Retired56 »

You will get a W-2 for your pay in January plus any annual leave paid, and a 1099R for the other Eleven months.

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cosmo
Posts: 38
Joined: Mon May 21, 2018 4:00 pm

Re: First year in retirement question.

Post by cosmo »

Thank you.

Fletman57
Posts: 11
Joined: Thu Oct 11, 2018 4:41 pm

Re: First year in retirement question.

Post by Fletman57 »

You could probably find an electronic version through DFAS my pay. I would check.

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