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Is social security considered as nonqualified retirement income?

2 Replies
Employee Tax Expert

Is social security considered as nonqualified retirement income?

If you are referring to qualified versus non-qualified retirement plans, no, Social Security is not considered a non-qualified or qualified retirement plan.

  • Non-qualified plans are those that are not eligible for tax-deferral benefits ERISA.
  • Qualified plans are designed to offer individuals added tax benefits on top of their regular retirement plans. Here are some examples of Qualified plans:  401(k) plans403(b) plansSARSEP plansSEP-IRA plans, and SIMPLE IRA plans.
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Level 15

Is social security considered as nonqualified retirement income?

That you are asking that question is a clue that you are trying to enter your SSA1099 in the wrong place.


Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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