We do not receive a memo explaining our filing requirements from MFPRSI for our income taxes in February. The February memo you are referring to is one pertaining to the Earnings Test. This memo covers our filing requirements for that Earning Test that we must submit to MFPRSI, which has nothing to do with how we submit our pension on our income taxes.
Am I to understand that if my husband does not receive a 1099-R, he does not need to include this income on our tax returns?
As as an additional note, I did call MFPRSI today to ask this question and they said to talk to our tax preparer. I use TurboTax and I am our tax preparer, so that is why I need to make sure this is all correct.
