The Federal Government will Become America's Model Employer for the 21st Century.
Recruit, Retain and Honor a World-Class Workforce to Serve the American People.
Review the new 2014 Federal Employees' Group Life Insurance (FEGLI) Handbook
Answering your questions about Healthcare and Insurance
Manage your retirement online.
Human Resources and Security Specialists should use this tool to determine the correct investigation level for any covered position within the U.S. Federal Government.
OPM’s Human Resources Solutions organization can help your agency answer this critically important question.
Developing senior leaders in the U.S. Government through Leadership for a Democratic Society, Custom Programs and Interagency Courses.
Visit this federal site to search for our regulatory notices, proposed and final rules.
See the latest tweets on our Twitter feed, like our Facebook pages, watch our YouTube videos, and page through our Flickr photos.
If your 1099R Statement Box 2.a for the Taxable Amount is marked as 'Unknown'; this means that OPM did not calculate the tax-free portion of your annuity.
The most common reasons for not calculating the tax-free portion of your annuity:
Your case is a Disability Retirement
You retired prior to November 19, 1996
You have Voluntary Contributions, an apportionment was paid to your former spouse(s)
Your case has not been finalized and you are in Interim pay status
You have Survivor benefits payable and/or
Your case is an Office of Workers Compensation case.
Send your request by e-mail to email@example.com and a response will be returned by e-mail. Be sure to include your name, date of birth and CSD Claim Number.
A court order following annulment of marriage, legal separation, or divorce can divide or apportion your annuity. The order must expressly direct OPM to pay a portion of your monthly benefit. The spouse's share must be stated as a fixed amount, a percentage or fraction of your annuity, or by a formula with a readily apparent value. The amount cannot exceed the money payable to you after deductions for taxes and insurance.
A court order may provide for payment of all or part of a refund of your retirement contributions. It may also block the refund payment, but only if the order directs us not to pay the refund and grants a survivor annuity or a portion of your annuity to a legally separated current spouse or former spouse.
You can reduce your premiums by reducing your coverage. However, if you reduce coverage, you cannot increase it again at a later date.
See our answer to a frequently asked question about coverage after age 65 and our web pages at http://www.opm.gov/insure/life/index.asp to obtain more information about the Federal Employees' Group Life Insurance (FEGLI) program.
To change your coverage, write us.
Yes. If you are under age 60, your benefit will stop if:
You are taxed on your gross annuity according to your most current W4-P tax marital status election on file. You can change your election at anytime.
Go to www.servicesonline.opm.gov or email us at firstname.lastname@example.org.
Your 1099R will reflect a reduction in your gross annuity after your retirement application is finalized based on the amount of apportionment that you pay your former spouse. There will be a footnote on the 1099R stating the amount of the apportionment paid to your former spouse for the year.
Because your annuity is subject to a court ordered apportionment, OPM does not calculate the taxable portion of your annuity. The 1099R will show ‘Unknown’ in the 2.b ‘Taxable Amount’ box.
You may wish to speak with a representative at the Internal Revenue Service or a tax advisor to help you calculate the tax-free portion of the calculation. Current tax tables for this year are available in Internal Revenue Publication 15. You may view this publication on line by accessing the IRS web site at www.irs.gov. You may also call the IRS toll free for tax advice at: 1-800-829-1040 (agent).
Your former spouse must report the amount of apportionment he/she receives as taxable income and is required to pay taxes on these funds. Apportionment monies cannot be used as alimony deductions on a tax return.
Please note it is your responsibility to make sure enough federal income tax is withheld from your annuity and to check the amount of tax withheld early in the year to be sure you are paying the correct amount.
There was an unexpected error when performing your action.
Your error has been logged and the appropriate people notified. You may close this message and try your command again, perhaps after refreshing the page. If you continue to experience issues, please notify the site administrator.