Vanessa A
Expert Alumni

State tax filing

The fact that YOU are receiving the pension from your late husband does not change whether or not it is a qualified plan.  

 

The plan is qualified based while it is being earned because it meets the guidelines set up by the IRS, instead of if it is the employee or surviving spouse that is getting it.  Since the plan meets the criteria for a Qualified Plan, YOU will select that it is a qualified plan.  Whether or not you have your own qualified plan does not affect whether or not his plan was qualified.  If the plan was operated based on the guidelines when he was still working, that is all that matters when it comes to the surviving spouse. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"