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Retirement tax questions
It depends. According to 2024 Schedule M1QPEN Instructions, the main difference is if your aunt had contributed to social security at the same time. If she contributed to social security at the same time, she was a coordinated member. If she didn't, she was a basic member.
it also mentions in the instructions that a pension member whose service began as a basic member may have been converted to a coordinated member during their career. Read that section entitled Basic to Coordinated Member Conversion. In that section, there is a table that lists each qualified public pension and the date when basic members were converted to coordinated members. If your aunt's pension plan is part of this list, then she may be a coordinated member.
You might also examine any pension documents or contact the plan administrator if you are still unclear on whether or not your aunt is a basic or coordinated plan member.
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