Concerning CSA 1099R, What does "I am under retirement age for this plan" mean? This is a Yes/No question.

[BillM223]

I assume that you are on disability. So long as you are under the normal retirement age for your plan, disability is considered "earned income" (which opens up the possibility of several credits like the Earned Income Tax Credit).

Once you reach normal retirement age, however, the pension is now considered to be unearned income.

Contact your plan administrator or your HR department or look in your paperwork to see when the normal retirement age is, that is, when does retirement stop being "early retirement".