Reporting TSP Disbursements on 1040

[Skramy]

NOT an annuity. All traditional.
4a & 4b or 4c & 4d ?

 

[Skramy]

Additional information. Sorry, do not understand this "tag" stuff.

My first year with a TSP disbursement. My TSP is all 100% traditional, and I'm taking it in periodic payments. NOT an annuity. And it's 100% taxable.


My 2019 TSP 1099R says it goes on the line for "Pensions & annuities". (Which is line 4c & 4d.)


Publication 721 (for 2019) page 16 says: Line 4c &4d also. OK.


Publication 721 (for 2018) page 16 says: report TSP disbursements on Line 4a & 4b - which is for IRA distributions.


So, is 4c & 4d correct? Add it to my CSRS pension 1099R? Seems odd since it is 100% traditional, and not an annuity.

 

[Skramy]

FYI. For 2019 lines 4c & 4d are correct for my TSP disbursement. Same lines as my pension. Seemed odd as it is not an annuity.

(Note: The 2018 Form 1040 does not have lines 4c & 4d.)

 

[PessOptimist]

FYI. For 2019 lines 4c & 4d are correct for my TSP disbursement. Same lines as my pension. Seemed odd as it is not an annuity.

(Note: The 2018 Form 1040 does not have lines 4c & 4d.)

FWIW same for me. Does seem odd but that's where it goes.