- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎January 27, 2025
5:25 PM