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 Post Posted: Thu Oct 08, 2020 8:14 am 
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Joined: Feb 13, 2018
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Flag: United States (us)

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I retired from FERS effective 31 December 2017 with my last pay check/lump sum leave paid 12 Jan 2018. For Social Security benefits, is this considered 2017 income or 2018 income? I used to have a info sheet on this but have lost it. I had an overpayment notice from the Social Security in mid 2019 and thought I had this cleared up, but received another notice yesterday. I did receive a 2018 W-2 that showed the payout and paid those taxes on my 2018 return.
TIA


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AGG (F Fund)
iShares Lehman Aggregate Bond (AGG)

S&P 500 (C Fund)
S&P 500 INDEX,RTH (^GSPC)

DWCPF (S Fund)
Dow Jones U.S. Completion Total Stock Market Index (^DWCPF)

EFA (I Fund)
iShares MSCI EAFE Index (EFA)