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Get your taxes done using TurboTax
What type of plan is it? How did you get it or contribute to it?
Being reported on a 1099-R, taking it as an annuity and the size of it does not make it qualified or unqualified. To be considered a qualified plan, it must meet certain IRC standards. If it does, that makes it a qualified plan. If it does not, then it would not be a qualified plan. See this link to determine if your plan meets the criteria to be a qualified plan or not.
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‎February 18, 2026
2:45 PM