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Level 1
June 4, 2019
Solved

1099R. Mark it as benefit or not

  • June 4, 2019
  • 1 reply
  • 15 views

LA 1099R  LA Teachers Retirement System.    draw monthly checks.  Later it asked if this is a La teachers retirement benefit.    I checked the help questions.   This states it qualifies.  I check mark.   It increases refund,   it also stated total withdrawal.  It was not a total withdrawal.   Do I mark this or not? 

Best answer by Zbucklyo

You should enter the information on the 1099-R exactly as it is shown.  If the 1099-R is incorrect, ask the issuer for a corrected copy.

1 reply

ZbucklyoAnswer
Level 8
June 4, 2019

You should enter the information on the 1099-R exactly as it is shown.  If the 1099-R is incorrect, ask the issuer for a corrected copy.