How do I know if 1099-r is qualified or non-qualified? My dad passed away last year at age of 90. Retired when he was about 57yrs old. I have several 1099 R.

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1 Best answer

Level 9

Jun 5, 2019 4:52:30 PM

Most IRAs, 401ks and pensions are qualified. (See below) If you are not sure, just comment with more details.

Level 9

Jun 5, 2019 4:52:30 PM

Most IRAs, 401ks and pensions are qualified. (See below) If you are not sure, just comment with more details.

New Member

Jun 5, 2019 4:52:32 PM

So when it ask where is the distribution come from is it qualified or none of the above?

Level 9

Jun 5, 2019 4:52:33 PM

Qualified