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cmgeeze
New Member

My 1099-R states "Distributions from Pensions, Annuities, Retirement, etc. So is this a "Qualified" or "Non-Qualified" plan?

TT lists military retirement plans under "Non-Qualified", but pension is "Qualified".  This year it's throwing my status into a black hole.
1 Reply
FangxiaL
Expert Alumni

My 1099-R states "Distributions from Pensions, Annuities, Retirement, etc. So is this a "Qualified" or "Non-Qualified" plan?

A pension plan is always a qualified plan. The term "qualified retirement plan" applies to plans covered by the Employee Retirement Income Security Act, or ERISA. The military retirement plan is not covered under ERISA., so military retirement plans fall under "Non-Qualified" plans. 

 

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