turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

lc3035
New Member

1099-R - when to select "None of the above (select for deferred compensation 457 plans)"

I am over 59 1/2. In response to "Where is the distribution from?", how do i decide between the following choices?

  • None of the above (select for deferred compensation 457 plans)
  • Not eligible for exclusion for those over age 59 1/2
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MaryK4
Expert Alumni

1099-R - when to select "None of the above (select for deferred compensation 457 plans)"

You would be eligible for the exclusion, so None of the above (select for deferred compensation 457 plans) is the better choice.

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

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question