BarbaraW22
Expert Alumni

Retirement tax questions

Your 1099-R will not state whether your retirement plan is a qualified plan. You will need to contact your program administrator.

 

A qualified retirement plan meets IRS requirements and offers certain tax benefits. Some examples of qualified retirement plans include 401(k), 403(b), and profit-share plans.

 

Please see this TurboTax Article for more information.

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