topic Are my annuities considered a 'qualified plan? in Get your taxes done using TurboTax

Are my annuities considered a 'qualified plan?

estella2509 — Wed, 18 Feb 2026 21:44:30 GMT

I have a small retirement that I took as annuities and I'm stuck on whether they're considered a 'qualified' or 'non-qualified' plan. I received a 1099-R for it.

Re: Are my annuities considered a 'qualified plan?

Vanessa A — Wed, 18 Feb 2026 22:45:13 GMT

What type of plan is it? How did you get it or contribute to it?

Being reported on a 1099-R, taking it as an annuity and the size of it does not make it qualified or unqualified. To be considered a qualified plan, it must meet certain IRC standards. If it does, that makes it a qualified plan. If it does not, then it would not be a qualified plan. See this link to determine if your plan meets the criteria to be a qualified plan or not.

Re: Are my annuities considered a 'qualified plan?

estella2509 — Sat, 21 Feb 2026 15:00:06 GMT

I figured it out. It was my TIAA retirement fund from 2 jobs so yes, it is qualified.