Skip to main content
Level 2
March 19, 2025
Question

US State Dept Annuity

  • March 19, 2025
  • 1 reply
  • 9 views

I have a 1099-R US State Department, Foreign Service Annuity. 

Two questions they ask - is it a Qualified Government Distribution? I assume "yes", 

Is it a Qualified plan?  Again I assume "yes".  

1 reply

Level 15
March 19, 2025

It is a qualified government distribution.  Is it a qualified plan?  Read this and make a decision on that.

 

@DDABM 

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"