LindaS5247
Expert Alumni

State tax filing

Please clarify your question by adding some additional information so we can provide a more helpful answer.  It appears you received a Form 1099-R from Gerber Life.  This is likely a qualified plan. Can you provide some more details about your Form 1099-R?  What code is in Box 7 of your Form 1099-R? Are you at retirement age?

 

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