When my late husband died in 2008, I began receiving monthly continuation of his STRS pension benefit. I was not yet retired myself. Then when I personally retired in 2015, I began taking monthly distributions from my own personal rollover IRA in addition to continuing to receive my late husband's STRS pension benefit. Based solely on my own monthly IRA distributions, I qualify for Ohio's Retirement Income Credit of $200. However, I am never sure what, if anything, to enter in the TurboTax section on "Nonqualified Retirement Income" where I am instructed to "Enter any retirement income that does not qualify for the retirement income credit (see attached). Example would be IRA or pension income reported on your federal return before you retired." Since I did, in fact, receive half of my late husband's monthly retirement pension before I retired and it is reported on my federal return, should I enter this amount as "nonqualified retirement income?"
Thank you.
