IRA withdrawal and the question where is your distribution from?

[jvargas53]

I am 63 and retired.  I had a pension plan through my job at a financial institution which I closed out and rolled over to an IRA and receive monthly payments.  I'm not sure what I am supposed to pick for the question "Where is your distribution from?".  Should it be "none of the above"?

[DoninGA]

The question is only asking what type of IRA you have that sent you the distribution.  There are 5 choices.

When you transferred the funds from the 401(k) to the IRA you should know the type of IRA you set up with the IRA plan administrator.

[jvargas53]

It was a traditional IRA.

[DoninGA]

Then select Traditional IRA and then select Not subject to an early withdrawal penalty and Continue.

[jvargas53]

NYS is asking "Where is your distribution from?".  Chose from below:

Retirement distributions from:

•      US Government (including military)
•      NYS and City education
•      Certain public authorities
•      NYC Variable Supplmental Funds
•      Certain Annuity funds
•      Other pensions of NYS and Local Government
•  

Retirement distributions from:

•      NYS and City education
•      IRA rolled over from a former government pension

Not eligible for exclusion for those over age 59 1/2

None of the Above (select for deferred compensation 457 plans)

[DoninGA]

---

@jvargas53 wrote:

NYS is asking "Where is your distribution from?".  Chose from below:

Retirement distributions from:

•      US Government (including military)
•      NYS and City education
•      Certain public authorities
•      NYC Variable Supplmental Funds
•      Certain Annuity funds
•      Other pensions of NYS and Local Government
•  

Retirement distributions from:

•      NYS and City education
•      IRA rolled over from a former government pension

Not eligible for exclusion for those over age 59 1/2

None of the Above (select for deferred compensation 457 plans)

---

So this is for the state return.  Select None of the Above.