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litoscar
New Member

Were you under your minimum retirement age when you received the distribution? - what does this mean? If I was 55 or older or 55 and younger? I am 75.

 
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2 Replies
TomK100
Expert Alumni

Were you under your minimum retirement age when you received the distribution? - what does this mean? If I was 55 or older or 55 and younger? I am 75.

Were you under 59 1/2 years old when you received this distribution.  No.

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dmertz
Level 15

Were you under your minimum retirement age when you received the distribution? - what does this mean? If I was 55 or older or 55 and younger? I am 75.

I assume that this is a retirement plan of which you were the participant, not an inherited plan.  At age 75 you are certainly over the minimum retirement age for the plan.  If you were under the minimum age retirement age for the plan, this disability distribution would be treated as wages instead of as a regular retirement distribution, but that's not the case here.

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