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Level 1
May 20, 2026
Question

What should I choose for the source of my 1099-R retirement benefits if my benefits are from the Teachers Retirement System State of Oklahoma?

  • May 20, 2026
  • 1 reply
  • 31 views
On the review of my 1099-R I am ask where my distribution is from. I have five choices of pension codes per Oklahoma Special Handling of Pension Distributions. Which one should I choose?

1 reply

SteamTrain
Level 15
May 20, 2026

@scrutch48 

So? what choices does it present to you?

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Only if you are still an OK resident  (not sure what a current non-OK resident does), and box 7 on the 1099-R is not a "1".

 

OK Form instructions, on the OK website... lists the following:

 

A5..."Oklahoma Government or Federal Civil Service Retirement
Each individual may exclude their retirement benefits up to $10,000, but not to exceed the amount included in the Federal AGI. (To be eligible, you must have retirement income in your name.) The retirement benefits must be received from the following:


• The Civil Service of the United States*;
• The Oklahoma Public Employees Retirement System of Oklahoma;
The Oklahoma Teacher’s Retirement System;
• The Oklahoma Law Enforcement Retirement System;
• The Oklahoma Firefighters Pension and Retirement System;
• The Oklahoma Police Pension and Retirement System;
• The employee retirement systems created by counties pursuant to 19 OS Sec. 951;
• The Uniform Retirement System for Justices and Judges;
• The Oklahoma Wildlife Conservation Department Retirement Fund;
• The Oklahoma Employment Security Commission Retirement Plan; or
• The employee retirement systems created by municipalities pursuant to 11 OS Sec. 48-101.

................etc..."

 

So if TTX lets you select Oklahoma Government or Federal Civil Service Retirement.....  or similar....then that's what you'd select.   Anything that includes the OK Govt.....don't know if TTX presents you with one selection, or separate ones for OK Govt and Fed Civil Svc or not.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*