AmyC
Expert Alumni

State tax filing

Not from the flowchart based on your age being under 67. Page 22 of Form 4884 Instructions has a question chart to determine if you are eligible and for what. It is very long and complicated. Question 8, no would make you ineligible. Please go through the chart yourself, just in case I misunderstood something.

 

Page 19 states:

"Qualifying benefits include distributions from...

• IRA distributions received after age 59½ or described by Section 72(t)(2)(A)(iv) of the IRC (series of equal periodic payments made for life)"

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