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djones1183
Returning Member

Permanent Disability Question

Hello,

 

Is dementia considered a permanent disability? She was 59 when she was made to retire, but turned 60 last year. Would I put the whole amount as a situation to lower the tax bill? Also, I see two 1099-R forms. One with distribution code 2 and the other for distribution code 7. I don't see the differences turbo tax. Please advise.


Thank you 

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2 Replies

Permanent Disability Question

person is permanently and totally disabled if both of the following apply. He or she can't engage in any substantial gainful activity because of a physical or mental condition. A physician determines that the disability has lasted or can be expected to last continuously for at least a year or can lead to death.

 

Permanent Disability Question

Codes 2 & 7 are treated alike on the income tax return. 

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