Q. I retired from the Department of the Interior on Dec. 31, 1997, and left my Thrift Savings Plan intact until 2003, when I rolled it into a traditional IRA. On the paperwork for the rollover transaction, I find no reference to TSP contributions versus TSP account balance. As I approach age 70½ next year, I realize that I need to know what my contribution (or basis) was. I have filed with the Internal Revenue Service for a tax extension in the hope that I can retrieve contribution/basis info from TSP archives and accurately represent the TSP account in my total IRA basis. I have checked all the TSP forms and can’t find an appropriate one. Can someone tell me how to retrieve my TSP contribution info?
A. What makes you think that your TSP contains tax basis? Did you make nondeductible contributions to your TSP account? You’re likely to be looking for something that’s not there.