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1099r... some money in my ny state retirement acct. came from law enforcement employment rest did not. do I answer yes or no????

 
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ToddL
New Member

1099r... some money in my ny state retirement acct. came from law enforcement employment rest did not. do I answer yes or no????

In cases such as yours, where retirement benefits are "blended", i.e. derived from different forms of public service, it is a judgment call as to whether you can claim a benefit from the portion attributable to work as Public Safety or Law Enforcement officer. 

If less than 50% of your public service was as a Public Safety or Law Enforcement officer, I'd answer "No".  Anything over 50% would tip my opinion to "Yes".

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5 Replies
ToddL
New Member

1099r... some money in my ny state retirement acct. came from law enforcement employment rest did not. do I answer yes or no????

Any idea what percentage was from work as a LEO?

1099r... some money in my ny state retirement acct. came from law enforcement employment rest did not. do I answer yes or no????

about 20%
ToddL
New Member

1099r... some money in my ny state retirement acct. came from law enforcement employment rest did not. do I answer yes or no????

In my opinion, I'd answer "No", that the money did not come from employment as a Public Safety or Law Enforcement officer. Anything over 50% would tip my opinion to "Yes"
ToddL
New Member

1099r... some money in my ny state retirement acct. came from law enforcement employment rest did not. do I answer yes or no????

Deleted - duplicated
ToddL
New Member

1099r... some money in my ny state retirement acct. came from law enforcement employment rest did not. do I answer yes or no????

In cases such as yours, where retirement benefits are "blended", i.e. derived from different forms of public service, it is a judgment call as to whether you can claim a benefit from the portion attributable to work as Public Safety or Law Enforcement officer. 

If less than 50% of your public service was as a Public Safety or Law Enforcement officer, I'd answer "No".  Anything over 50% would tip my opinion to "Yes".

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