Does a 1099-R Benefit Type DBS Service Retirement Annuity count as qualified or unqualified?

lillianbogovich · ‎March 27, 2020

macuser_22 · ‎March 27, 2020

If you mean CalSTRS, it is a qualified defined benefit plan.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

bigeagle · ‎April 28, 2021

I have a 1099-R DBS Service Retirement Annuity for $345. How do I enter it so that it doesn't raise a problem on my California state tax form?

bigeagle · ‎April 28, 2021

It is from CalSTRS for $345 but when I enter it on my California state tax return it raises a problem. How do I enter it properly?

DaveF1006 · ‎April 28, 2021

It depends. Are you trying to enter this on your California return? You will just enter this on the federal side and it will automatically populate into your California return.

Go to federal>wages and income>all income
Retirement plans and Social Security>show more
Ira (401K), pension plan Withdrawals(1099R) Start
Here you will enter your 1099R

If this isn't your issue or solution, please clarify the problems you are having.

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Does a 1099-R Benefit Type DBS Service Retirement Annuity count as qualified or unqualified?