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Is DBS Service Retirement Annuity considered a qualified plan?
When I enter my 1099-R for my CALSTRS (Benefit type: DBS Service Retirement Annuity) on the Federal forms, TurboTax asks if it is part of a qualified plan. This payment is in addition to my Caltsrs 1099-R for Benefit type: "retirement service". Is this DBS annuity also considered part of a Qualified Plan?
March 25, 2023
5:28 PM