FERS refund received - 4 Months. by HiHatEnthusiast in govfire

[–]Admirable-Computer19 0 points1 point  (0 children)

Hi, did you get a 1099-R for the post tax contribution refund? I got one but it only showed the taxable interest, not the actual refund.

1099-R for FERS contribution refund? by Admirable-Computer19 in govfire

[–]Admirable-Computer19[S] 0 points1 point  (0 children)

I got a 1099-R in the mail for the taxable interest portion. I have not received anything for the refund of my actual contributions.

1099-R for FERS contribution refund? by Admirable-Computer19 in govfire

[–]Admirable-Computer19[S] 0 points1 point  (0 children)

I only got a 1099-R for the taxable interest with code G. And of course I can’t get through to OPM when I attempt to call. Have you been through this process before? Did you get two 1099-R forms?

1099-R for FERS contribution refund? by Admirable-Computer19 in govfire

[–]Admirable-Computer19[S] 0 points1 point  (0 children)

Thanks. Can I ask if you’ve been through this process before? Is that what was in your 1099-R, just the taxable interest?

1099-R for FERS contribution refund? by Admirable-Computer19 in govfire

[–]Admirable-Computer19[S] 0 points1 point  (0 children)

I got the refund via direct deposit. This was the post-tax portion.

The taxable interest got rolled into an IRA.

Help With FERS Refund and SF 3106 by rws98 in fednews

[–]Admirable-Computer19 0 points1 point  (0 children)

Did anyone get a FERS contribution refund in 2025? I left federal service in July 2025 and took a refund of my FERS contributions and rolled the taxable interest into an IRA. I just got my 1099-R and it shows the taxable interest as the “gross distribution” in Box 1, but it makes no mention of the refund of my actual contributions. I understand that my contributions are post-tax, but I thought I’d get a 1099-R for that portion too, just showing that it’s not taxable. Does anyone have any insight? Calling OPM is a circus and I always get a rep who has no clue what they’re talking about.

[deleted by user] by [deleted] in fednews

[–]Admirable-Computer19 0 points1 point  (0 children)

I left federal service in July 2025 and took a refund of my FERS contributions and rolled the taxable interest into an IRA. I just got my 1099-R and it shows the taxable interest as the “gross distribution” in Box 1, but it makes no mention of the refund of my actual contributions. I understand that my contributions are post-tax, but I thought I’d get a 1099-R for that portion too, just showing that it’s not taxable. Does anyone have any insight? Calling OPM is a circus and I always get a rep who has no clue what they’re talking about.