First year in retirement question.

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

Moderator: Aitrus

Post Reply
User avatar
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.

User avatar
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.

Post Reply

Fund Prices2022-08-12

FundPriceDayYTD
G $16.99 0.01% 1.51%
F $19.10 0.37% -8.58%
C $65.23 1.74% -9.34%
S $70.95 1.86% -14.97%
I $34.16 0.59% -13.39%
L2065 $13.19 1.35% -11.37%
L2060 $13.19 1.35% -11.37%
L2055 $13.19 1.35% -11.36%
L2050 $27.11 1.14% -9.72%
L2045 $12.43 1.07% -9.06%
L2040 $45.65 1.00% -8.33%
L2035 $12.13 0.92% -7.53%
L2030 $40.66 0.84% -6.69%
L2025 $11.70 0.58% -4.50%
Linc $23.03 0.35% -1.93%

Live Charts

Pending Allocations

Under development. For now, you may view Pending Allocations by going to "fantasy TSP" and selecting "Leaderboard sort" of "Pending Allocations".