My retirement plan is from Comm of Ma. and is a Medical non taxable plan. So where do I put it?

[whalen2020-yahoo]

They have a qualified plan and a Non- Qualified Plan which is for me?

[LindaS5247 · Accepted solution]

You can ask the issuer of your Form 1099-R if the retirement plan is a qualified plan or not.

Some ways you can tell if it's a qualified plan are as follows:

Non-Qualified plans are plans that you funded out of your own pocket, not getting any kind of deferred-tax benefit at the time.  

If your employer funded this plan,  and‌ if your employer got the deferred-tax benefit, and it's a Qualified plan. 

If you paid into this plan and had your payments excluded from your income, it's a Qualified plan.  

If Required Minimum Distributions apply to this plan, it's a Qualified plan.  

If your 1099-R shows that all of your payout is taxable, it's a Qualified plan (if Non-Qualified, only the capital-gains part of your payout would be taxable).