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Is TIAA-CREF a qualified government retirement distribution for MA?
I received this distribution from my father's account upon his death.
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June 4, 2019
4:43 PM
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Retirement tax questions
According to Department of Revenue of Mass, 403(b) retirement plans cover employees of universities, tax-exempt or non-profit organizations and local governments. Two types of 403(b) plans are:
- Tax-Sheltered Annuity Plan (TSA);
- Teacher's Insurance and Annuity Association and College Retirement Equities Fund (TIAA-CREF).
Therefore, TIAA-CREF is a qualified government retirement plan. In the program, on the screen, Was This Distribution From a Qualified Plan? You will select From a Qualified Plan.
June 4, 2019
4:43 PM
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Retirement tax questions
TIAA-CREF is a Qualified Plan but NOT a Qualified Government Retirement Distribution, correct?
June 4, 2019
4:43 PM