Dave_BKL
Returning Member

NYC IRA & Pension Distribution Question

I'm a little confused at the options showing for us in the income declarations.  Me and my wife receive NYC pensions,  we also have a IRA rolled over from a 401K from the private sector days that I receive a 1099r from.  When I'm classifying my income it's asking me where the distribution is from for the IRA. None of the options seem to apply.  The choices are:

1. Retirement distributions from : US Gov, NYC, annuity, public authorities, etc

2. Retirement distributions from:  NYS & NYC Education, and Ira from government pension

3. Not eligible for exclusion for those over age 59 1/2

4. None of the above ( select from deferred compensation 457 plans )

 

I am over the age of 59 1/2 for quite a while but none of these seem correct.  I think  none of the above is answer but it's confusing since it specifically notes selecting for 457 plans. 

 

Thanks for any thoughts/guidance.