Q. I retired in August of 2010. I was immediately employed but did not make anywhere near $14,640 that year. In 2011, I made $17,540. That was $2,900 over the amount to qualify for substantial earnings. Is there a form I can fill out to report this and then make the payback of the $1,450 I owe?
A. While the Annuity Supplement Earnings Report form hasn’t been updated for reporting excess earnings in 2011, you can see the 2010 version — and update it yourself with a pen — by going to www.opm.gov/Forms/pdf_fill/RI92-022.pdf. Note: The earnings limit in 2011 was the same as it was in 2010.