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Get your taxes done using TurboTax
The term Qualified Plan has specific meaning under the Internal Revenue Code. Typically most employer pension/annuity plans are Qualified. Even though your pension "closed" it may still be considered Qualified since annuity payments are ongoing, if it still meets all requirements. Here is an article about Qualified Plans for you to review: https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/qualified-retirement...
To be sure, you may wish to reach out the administrator and verify.
Hope this helps.
Susan
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‎September 25, 2024
3:00 PM
15,696 Views