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ncason2
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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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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.

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

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


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3 Replies

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.

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

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"
ncason2
New Member

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.

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

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.

Qualified
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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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