jasdlm Posted March 6, 2022 Report Share Posted March 6, 2022 Does anyone know how to calculate the non-taxable portion of a survivor annuity (OPM)? I can find plenty of references to the calculation for the participant, but does it change at the death of the participant since the survivor benefit is 55% of the original annuity but the after-tax contributions haven't changed? Am I over thinking this? Under thinking this? Smoking crack? Thanks. Quote Link to comment Share on other sites More sharing options...
Lee B Posted March 6, 2022 Report Share Posted March 6, 2022 "A. Yes, they are. However, if there are any unexpended retirement contributions in the late spouse’s account, a portion of the annuity would be tax-free. For more information, go to https://www.irs.gov/publications/p721/index.htm" 1 Quote Link to comment Share on other sites More sharing options...
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