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Qualified and Non Qualified Pension Plan Disbursements
I have a pension plan that has Qualified and Non Qualified disbursements. I get 1099-R forms for the Qualified portion and a W2 for the Non Qualified. The Non Qualified is the portion of the pension that is above the Qualified amount allowed to roll into an IRA. Turbo Tax is asking if amount in the W2 Box 11 is a distribution from a non qualified pension plan. Is the correct answer Yes?
‎February 16, 2021
9:58 AM