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Level 1
posted Mar 23, 2024 12:46:05 PM

What do I select for a PA Distribution Type?

I want to know what option should be selected when entering 1099 R information.

The 1099 R is from Gerber Life Insurance Company.

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1 Replies
Expert Alumni
Mar 27, 2024 9:15:00 AM

Please clarify your question by adding some additional information so we can provide a more helpful answer.  It appears you received a Form 1099-R from Gerber Life.  This is likely a qualified plan. Can you provide some more details about your Form 1099-R?  What code is in Box 7 of your Form 1099-R? Are you at retirement age?

 

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