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debbiehipolito
New Member

How do I identify the plan of retirement that I made the withdrawal from? Its on a 1099-R. Would it be a "Qualified Retirement Plan" or Non-qualified annuity?

 
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MaryK1
Level 9

How do I identify the plan of retirement that I made the withdrawal from? Its on a 1099-R. Would it be a "Qualified Retirement Plan" or Non-qualified annuity?

MOST 1099-R are qualified plans, see below.

https://ttlc.intuit.com/replies/3301001


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2 Replies
MaryK1
Level 9

How do I identify the plan of retirement that I made the withdrawal from? Its on a 1099-R. Would it be a "Qualified Retirement Plan" or Non-qualified annuity?

MOST 1099-R are qualified plans, see below.

https://ttlc.intuit.com/replies/3301001


**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Carl
Level 15

How do I identify the plan of retirement that I made the withdrawal from? Its on a 1099-R. Would it be a "Qualified Retirement Plan" or Non-qualified annuity?

I'm not sure about the online version, but in the desktop version it gives 3 examples of a qualified plan, and three examples of a non-qualified plan, on that screen where you have to make that selection. Generally, the examples are sufficient for most to figure out and know what they have. But it can get tricky with annuities.
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