TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 2

Question

Disability Retirement Taxes in CA

Forum|Forum|5 years ago
February 24, 2021
3 replies
46 views

Since 2012 I have filed my taxes and I get a refund of my taxes since I am disabled. This year the blocks are filled out with the same distribution code 3 for disability Why the change?

Other

Level 15

it sounds like you reached mandatory retirement age. Chances are before now you were receiving a W2, but now received a 1099-R because you are either over 59 1/2 or at the mandatory retirement age for your profession.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

DAA13Author

Level 2

I passed the required retirement age over 7 years ago. So this is different.

Level 15

@DAA13 A 1099-R with a Code 3 in Box 7 is considered Taxable Income, unless there is also an amount in Box 5 for Employee Contributions.

Click this link for more info on 1099-R for Disability.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"