Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2025. This information is sent by mail on Form 5498. in Retirement tax questions
How do I know if my 1099-R distribution does or does not qualify for the Oklahoma retirement exclusion? Question from page titled "Where is your distribution from?" in Retirement tax questions
WI Form SB – Non‑qualified 1099‑R (whole life insurance dividends) incorrectly included in 2025 retirement income exclusion in State tax filing