When you have a required minimum distribution from a 401k account, how do you answer the question "Where is your Distribution From?"

t12817.ta · ‎March 11, 2026

SteamTrain · ‎March 11, 2026

That question varies widely based on what state you are filing for.

For most state's its None of the above.....PA and NJ are known to vary from that...might be a few more.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

BillM223 · ‎March 13, 2026

The 1099-R interview looks at your resident state, and asks questions based on what state you live in. This is because how the distribution is treated can vary from state to state (some distributions may be tax-free, etc.). So the questions often want to know if the distribution is military in origin, federal retirement programs, state or local retirement programs, and so on.

Don't worry about it being an RMD.

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When you have a required minimum distribution from a 401k account, how do you answer the question "Where is your Distribution From?"