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Level 1

Is a federal government civilian pension qualified or non-qualified plan? I've seen differing answers from TurboTax support in previous years

One Recommended Answer: Yes, OPM is considered a Qualified Plan. TurboTaxMargaretL , Enrolled Agent                TurboTax Lead 2 years ago

Another Recommended Answer (implies all federal plans, not just military)

Military retirement is considered a non-qualified plan.

The term "qualified retirement plan" applies to plans covered by the Employee Retirement Income Security Act, or ERISA. ERISA only covers private sector retirement plans. The law does not cover public sector pensions including federal government plans such as the military retirement system. Military pensions are therefore considered nonqualified plans.

https://www.dol.gov/general/topic/retirement/erisa

(Edited 02/14/2017)      TurboTaxAnnS7       TurboTax TaxPro 2 years ago


1 Best answer

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Level 12

Is a federal government civilian pension qualified or non-qualified plan? I've seen differing answers from TurboTax support in previous years

Yes, it is a Qualified Plan per the answer from TurboTaxMargaretL

See this FAQ directly from OPM -

https://www.opm.gov/faqs/QA.aspx?fid=735eda40-61a8-45df-b6ad-47185f4c91a5&pid=dcdd4c76-cea6-4e81-89e...

1 Reply
Level 12

Is a federal government civilian pension qualified or non-qualified plan? I've seen differing answers from TurboTax support in previous years

Yes, it is a Qualified Plan per the answer from TurboTaxMargaretL

See this FAQ directly from OPM -

https://www.opm.gov/faqs/QA.aspx?fid=735eda40-61a8-45df-b6ad-47185f4c91a5&pid=dcdd4c76-cea6-4e81-89e...