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TSP rollover to an IRA

I did a direct rollover 5 years ago from my TSP Roth and TSP non-Roth accounts to  Roth IRA and non-Roth IRA. When asked about the source of distributions, which is the correct box to choose - qualified government pension - or private? I can't remember all of the options. 

 

I also receive a Federal 1099-R, which is definitely qualified government pension.

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3 Replies
DaveF1006
Expert Alumni

TSP rollover to an IRA

There are qualified plans. All that you mention are qualified.

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TSP rollover to an IRA

This is the question:

 

When asked about the source of distributions, which is the correct box to choose - qualified government pension - or private? My government TSP was rolled into my Schwab account. 

 

My other distributions are directly from the government. 

DaveF1006
Expert Alumni

TSP rollover to an IRA

This is a qualified pension plan.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"
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