My retirement plan is from Comm of Ma. and is a Medical non taxable plan. So where do I put it?

whalen2020-yahoo — Wed, 11 Feb 2026 04:41:08 GMT

They have a qualified plan and a Non- Qualified Plan which is for me?

Re: My retirement plan is from Comm of Ma. and is a Medical non taxable plan. So where do I put it?

LindaS5247 — Mon, 05 Feb 2024 18:30:39 GMT

You can ask the issuer of your Form 1099-R if the retirement plan is a qualified plan or not.

Some ways you can tell if it's a qualified plan are as follows:

Non-Qualified plans are plans that you funded out of your own pocket, not getting any kind of deferred-tax benefit at the time.

If your employer funded this plan, and‌ if your employer got the deferred-tax benefit, and it's a Qualified plan.

If you paid into this plan and had your payments excluded from your income, it's a Qualified plan.

If Required Minimum Distributions apply to this plan, it's a Qualified plan.

If your 1099-R shows that all of your payout is taxable, it's a Qualified plan (if Non-Qualified, only the capital-gains part of your payout would be taxable).

topic My retirement plan is from Comm of Ma. and is a Medical non taxable plan. So where do I put it? in Retirement tax questions

My retirement plan is from Comm of Ma. and is a Medical non taxable plan. So where do I put it?

Re: My retirement plan is from Comm of Ma. and is a Medical non taxable plan. So where do I put it?