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New Member
posted Mar 27, 2020 2:46:19 PM

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

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4 Replies
Level 15
Mar 27, 2020 2:53:12 PM

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

Returning Member
Apr 28, 2021 8:11:02 AM

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?

Returning Member
Apr 28, 2021 8:13:31 AM

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?

 

Expert Alumni
Apr 28, 2021 7:37:28 PM

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.

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

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