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Level 2
posted Jan 29, 2024 1:34:30 PM

I recd MI Off of Ret Ser 1099-R; fw up quest from TTax Where is your distribution frm? I worked for a pub schl/college Is the correct answer Qualified gover or pub pens?

If that is correct next follow up quest is qualified plan or non qualified plan? Im thinking qualified plan b/c they say that's most common?

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1 Replies
Expert Alumni
Feb 1, 2024 6:52:20 AM

It would be a public pension plan that is a qualified plan.