Yes, I understand that. Looking at the attached pic, I know it's not military, civil service, or government. Of the remaining two choices - other or ineligible - how do I determine which to use?

ghost

Level 8

Thanks for adding the picture. I now see that your question is about Oklahoma state taxes.

ghost

Level 8

Oklahoma tag added.

ghost

Level 8

@rocannon According to the Oklahoma tax website, you should select 'other'. Second paragraph, find 'individual retirement account......under IRC section 408'.

"Other Retirement Income:

Each individual may exclude their retirement benefits, up to $10,000, but not to exceed the amount included in the Federal Adjusted Gross Income. For any individual who claims the exclusions for government retirees on Schedule 511-A, line 5 or Schedule 511NR-B, line 5, the amount of the exclusion cannot exceed $10,000 minus the amounts already claimed on Schedule 511-A, line 5 or Schedule 511NR-B, line 5 (if less than zero, enter zero).

The retirement benefits must be received from the following and satisfy the requirements of the Internal Revenue Code (IRC): an employee pension benefit plan under IRC section 401, an eligible deferred compensation plan under IRC section 457, an individual retirement account, annuity or trust or simplified employee pension under IRC section 408, an employee annuity under IRC section 403 (a) or (b), United
States Retirement Bonds under IRC section 86, or lump-sum distributions from a retirement plan under IRC section 402 (e). Enclose a copy of Form 1099-R or other documentation.

See either Schedule 511-A in the Oklahoma Resident Packet 511 or Schedule 511NR-B in the Oklahoma Nonresident/Part-Year Resident Packet 511NR."

Link added:
<a rel="nofollow" target="_blank" href="https://www.ok.gov/tax/faqs.html#q2308">https://www.ok.gov/tax/faqs.html#q2308</a>

ghostAnswer

Level 8

Select 'other' for 1099-R income from an IRA on your Oklahoma tax return.

https://www.ok.gov/tax/faqs.html#q2308

rocannonAuthor

Level 2

That's the answer. Thank you.

KatrinaB48

Level 15

You will receive form 1099-R to report your IRA Distribution. You may not have received this form yet. When you do, please follow the directions in the Turbo Tax FAQ below to input this form. https://ttlc.intuit.com/replies/4194737

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