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Get your taxes done using TurboTax
I believe most pensions ARE qualified plans:
Also, I see there is a check box near the bottom of the TurboTax generated 1099-R form which states "Check if NOT from a qualified retirement plan or IRA"
My dilemma is how to determine if a Canadian pension can be considered qualified (just as is my US employer pension is). In Illinois, qualified retirement income can be subtracted from federal AGI.
‎August 31, 2018
5:29 PM