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Form 1099-R retirement

On Form 1099-R  Additional Distribution Information 

Pertaining to line E - Disability Payments Minimum Retirement Age

Is that age you could first file for a special REDUCED retirement pension (in my case 55) or the age you would be entitled to your FULL retirement pension (In my case 65) ?

Also.....does the Employer/Pension Administrator change the distribution code on the 1099-R, box 7 from code 3 (disability) to code 7 (normal distribution) when you reach your minimum retirement age even though you are still disabled?  I am aware that at minimum retirement age your income goes from being treated as EARNED income to UNEARNED income 

1 Reply

Form 1099-R retirement

#1)  The minimum age that you could have retired at if you were still working.   You can ask the plan administrator what that age is.

#2)  The code 3 remains.   If under the minimum age the distribution goes on the 1040 line 1 as wages, if at or over that age, the distribution goes on the 1040 line 4 as a pension.

**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.**
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