Form 1099-R retirement

richepper — Thu, 06 Jun 2019 07:17:39 GMT

On Form 1099-R Additional Distribution Information

Pertaining to line E - Disability Payments Minimum Retirement Age

Is that age you could first file for a special REDUCED retirement pension (in my case 55) or the age you would be entitled to your FULL retirement pension (In my case 65) ?

Also.....does the Employer/Pension Administrator change the distribution code on the 1099-R, box 7 from code 3 (disability) to code 7 (normal distribution) when you reach your minimum retirement age even though you are still disabled? I am aware that at minimum retirement age your income goes from being treated as EARNED income to UNEARNED income

#1) The minimum age that you could have retired at if yo...

macuser_22 — Thu, 06 Jun 2019 07:17:39 GMT

#1) The minimum age that you could have retired at if you were still working. You can ask the plan administrator what that age is.

#2) The code 3 remains. If under the minimum age the distribution goes on the 1040 line 1 as wages, if at or over that age, the distribution goes on the 1040 line 4 as a pension.

topic Form 1099-R retirement in Retirement tax questions

Form 1099-R retirement

#1) The minimum age that you could have retired at if yo...