The way I read it, the Taxpayers annuity amount goes in both columns which would negate the credit. Only hope is if the CSRS annuity is NOT a “Qualified retirement plans (as defined in section 4974(c)).” (every little $ back greatly appreciated).TaxCut is correct. Take the credit. CSRS annuities are defined benefit plans, while these are qualified retirement plans under other sections in the tax code, IRC Section 4974(c) only includes defined contribution plans.
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