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1099-R Form Where is this distribution from?

I am not sure exactly how to answer this question. I retired from one of the big three auto manufacturers and am now receiving my pension. I am not sure if I check the box that says "other qualified IRA distributions and private-source pensions" or "none of the above". I do know that it is not any of the other choices, I just do not know between these two. Would my pension be considered a private-source pension? I don't know.

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4 Replies

1099-R Form Where is this distribution from?

This does not appear to be a question for Federal purposes, so what state do you reside in? 

1099-R Form Where is this distribution from?

I live in Michigan.

1099-R Form Where is this distribution from?

I believe I have it all figured out, Thank you.

 

JulieS
Expert Alumni

1099-R Form Where is this distribution from?

Yes, the auto company pensions are private source pensions. 

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