@macuser_22 Yours is the first answer I've seen to specifically address the issue of "splitting" a disability 1099-R between before & after minimum retirement age, which is an issue I expect to run into this year. (TurboTax claims to have a help topic on this issue, but it's one of those help topics that did NOT carry over to the IRS Free File version which I use.) My question to you is, will this work for ordinary 1099-Rs (like mine from Arkansas Public Employees Retirement System), or just the specialized 1099-Rs (CSA 1099-R, RRB-1099R, etc.) Aggregation of amounts may apply to the specialized 1099-Rs, but it's less likely to apply to the regular one.
@bonappi It probably isn't an issue for you anymore (only in the year you reach minimum retirement age), but can you confirm whether or not it ACTUALLY makes a difference on your state return? The distinction between different types of retirement may be different for state purposes than Federal purposes; my state (Arkansas) treats both disability & regular retirement as qualifying for the state exclusion of $6,000 in "employer sponsored pension plan" income (over & above any basis exclusion) as the IRS distinction in Arkansas only affects the occasional basis exclusion, which (with some exceptions) is same as Federal -- Arkansas currently has no state EITC. (I actually had to get TurboTax to fix this issue for Arkansas some years back.) The taxation of 1099-R income in your state is usually determined by follow-up questions after entering your 1099-R; for Arkansas taxpayers the relevant question for "employer sponsored pension plans" appears in the follow-up section *before* the minimum retirement age question.
