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Level 1
posted Mar 10, 2024 8:56:44 AM

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.

0 4 1291
4 Replies
Level 15
Mar 10, 2024 9:02:11 AM

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

Level 1
Mar 10, 2024 10:16:06 AM

I live in Michigan.

Level 1
Mar 10, 2024 12:25:10 PM

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

 

Expert Alumni
Mar 10, 2024 12:26:51 PM

Yes, the auto company pensions are private source pensions.