I AM DOING MY PARENTS' TAXES AND IT'S ASKING WHERE THE 1099-R DISTRIBUTION IS FROM. HOW DO I KNOW THAT? THIS IS COMING FROM A BANK SO I ASSUME IT'S A DISTRIBUTION?

[PattiF]

The distribution is from the bank. Enter the name of the bank for Who paid you?.

[edvaltaxes]

THANKS, PATTI, BUT I'M REFERRING TO THE PART WHERE THEY WRITE THE FOLLOWING AND I HAVE TO CHOOSE: 

Where is your distribution from?

Select the source of this distribution and enter any other New York information.

Retirement distributions from:

• US Government (including military)
• New York State and City Education
• Certain public authorities
• NYC Variable Supplemental Funds (VSF)
• Certain annuity funds
• Other Pensions of New York State and Local Governments

Retirement distributions from:

• New York State and City Education (optional retirement program)
• IRA rolled over from a former government pension

Not eligible for exclusion for those over age 59 1/2

None of the above (select for deferred compensation 457 plans)

[FangxiaL]

If it is not a pension, select the last one (None of the above). Check to see if the box next to IRA/SIMPLE/SEP is checked. Ask your parents what distribution it is. Did either/both of them retire from NYS/NYC government? It all depends on what kind of retirement account the money is from.

@edvaltaxes

[edvaltaxes]

Thank you. They did not work for government. I checked that box and moved on. Not sure where it is from because my father always did his taxes by himself but now has memory loss and I have to help him. He can't recall that information. Thank you so much for helping!