I received a 1099-R for a 403b withdrawal. I was 56 years old at the time but am not subject to a penalty since I retired . I live in NY. I assume it's subject to state tax but am unsure what to answer on the screen where it asks where is distribution from .
Which do I select since I am under 59 1/2 and it was form a 403b:
- Not eligible for exclusion for those over age 59 1/2
- None of the above (select for deferred compensation 457 plans)
Thanks
