BrittanyS
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Retirement tax questions

Check the distribution code entered in the interview questions.  For disabilities, distribution code 3 is required.  If your form does not have distribution code 3 listed and your income was for disability then you will need to contact the issuer and have the 1099-R corrected.  If your distribution code is correct, you will receive an interview question asking, "was this pension received from employment as a public safety officer such as a law enforcement official or fire fighter."  Make sure to click yes for this question.

 

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