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Annuity payments from a qualified retirement plan are generally considered a qualified annuity disbursement, since this was an annuity that's funded with pre-tax money, such as contributions to a retirement plan. It would not appear that this an annuity that is not used to fund a tax-advantaged retirement plan, which is a non-qualified annuity.
So, this is qualified annuity disbursement from your pension plan.
Thank you for the opportunity to answer your questions @ppalm
All the best,
Marc T.
TurboTax Live Tax Expert
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‎September 25, 2024
3:07 PM
15,681 Views