Skip to main content
Level 1
April 16, 2026
Question

I receive benefits from my mother’s retirement, setup through her job, who is now deceased. Which do I file General rule or Simplified?

  • April 16, 2026
  • 1 reply
  • 87 views
No text available

1 reply

PatriciaV
Level 15
April 19, 2026

It depends. If you receive annuity payments from a nonqualified retirement plan, you must use the general rule. Generally, if you begin receiving annuity payments from a qualified retirement plan, you use the simplified method to figure the tax-free part of the payments. Most employee benefit plans are qualified plans.

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