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Retirement tax questions
Thank you!
One more question if I may. For "Source of Distribution", the first option states "Military pension or survivor benefits". Does this present 2 military-specific options, "Military Pension" or "Military survivor benefits" or when it references survivor benefits, it's referring to anything inherited and not necessarily military-related? I selected "None of the above" last year but was contemplating if it should have been option one since these are technically survivor benefits. Any clarification is appreciated.
March 25, 2020
12:12 PM