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sasann
New Member

Where is your distribution form?

What is the correct source of the distribution from National Electrical Workers Benefit fund?
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4 Replies
MarilynG1
Expert Alumni

Where is your distribution form?

Income distributions reported on a 1099-R are taxed the same, with an exception being Federal government pensions.  Most States don't tax their own employee pensions, but they're still taxable on a Federal return. 

 

In your case, choose 'Other' from the screen asking 'Where is this Distribution From' and choose 'Qualified Plan' when you get to that screen.  

 

Here's more info on National Electrical Workers Benefit Fund retirement funds.

 

@sasann

 

 

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Where is your distribution form?

@sasann 

 

OR...describe exactly what choices you are given.

 

There is a question like that in the Federal entry area, right after entry of the main 1099-R form......but the choices vary widely depending on what your resident state happens to be.

 

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

Where is your distribution form?

National Electrical Benefit Fund 

Where is your distribution form?

@sasann 

 

No...not the name of the fund....the actual selections.

______

For instance, NC where "None...." would be your selection:

1099R_NorCar_2021.png

______________

____-____________

OR NY shows something like the following, where "None....."  or even "Not Eligible...." might also be appropriate (depending on your age):

 

1099R_NewYork_2021.png

_______

 

 

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

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