topic Where is your distribution form? in Retirement tax questions

Where is your distribution form?

sasann — Tue, 24 Feb 2026 03:33:33 GMT

What is the correct source of the distribution from National Electrical Workers Benefit fund?

Re: Where is your distribution form?

MarilynG1 — Tue, 07 Mar 2023 23:30:42 GMT

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

Re: Where is your distribution form?

SteamTrain — Wed, 08 Mar 2023 00:51:30 GMT

@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.

Re: Where is your distribution form?

sasann — Wed, 08 Mar 2023 02:20:02 GMT

National Electrical Benefit Fund

Re: Where is your distribution form?

SteamTrain — Wed, 08 Mar 2023 15:52:09 GMT

@sasann

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

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

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

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