topic IRA withdrawal and the question where is your distribution from? in Retirement tax questions

IRA withdrawal and the question where is your distribution from?

jvargas53 — Mon, 09 Mar 2026 05:29:51 GMT

I am 63 and retired. I had a pension plan through my job at a financial institution which I closed out and rolled over to an IRA and receive monthly payments. I'm not sure what I am supposed to pick for the question "Where is your distribution from?". Should it be "none of the above"?

Re: IRA withdrawal and the question where is your distribution from?

DoninGA — Sun, 20 Feb 2022 14:51:08 GMT

The question is only asking what type of IRA you have that sent you the distribution. There are 5 choices.

When you transferred the funds from the 401(k) to the IRA you should know the type of IRA you set up with the IRA plan administrator.

Re: IRA withdrawal and the question where is your distribution from?

jvargas53 — Sun, 20 Feb 2022 14:55:55 GMT

It was a traditional IRA.

Re: IRA withdrawal and the question where is your distribution from?

DoninGA — Sun, 20 Feb 2022 14:58:42 GMT

Then select Traditional IRA and then select Not subject to an early withdrawal penalty and Continue.

Re: IRA withdrawal and the question where is your distribution from?

jvargas53 — Sun, 20 Feb 2022 15:06:36 GMT

NYS is asking "Where is your distribution from?". Chose from below:

Retirement distributions from:

US Government (including military)
NYS and City education
Certain public authorities
NYC Variable Supplmental Funds
Certain Annuity funds
Other pensions of NYS and Local Government

Retirement distributions from:

NYS and City education
IRA rolled over from a former government pension

Not eligible for exclusion for those over age 59 1/2

None of the Above (select for deferred compensation 457 plans)

Re: IRA withdrawal and the question where is your distribution from?

DoninGA — Sun, 20 Feb 2022 15:15:06 GMT

@jvargas53 wrote:

NYS is asking "Where is your distribution from?". Chose from below:

Retirement distributions from:

US Government (including military)

NYS and City education

Certain public authorities

NYC Variable Supplmental Funds

Certain Annuity funds

Other pensions of NYS and Local Government

Retirement distributions from:

NYS and City education

IRA rolled over from a former government pension

Not eligible for exclusion for those over age 59 1/2

None of the Above (select for deferred compensation 457 plans)

So this is for the state return. Select None of the Above.