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Is TIAA-CREF a qualified government retirement distribution for MA?

I received this distribution from my father's account upon his death.
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Accepted Solutions
LinaJ2018
Intuit Alumni

Is TIAA-CREF a qualified government retirement distribution for MA?

According to Department of Revenue of Mass, 403(b) retirement plans cover employees of universities, tax-exempt or non-profit organizations and local governments. Two types of 403(b) plans are:

  • Tax-Sheltered Annuity Plan (TSA);
  • Teacher's Insurance and Annuity Association and College Retirement Equities Fund (TIAA-CREF).

Therefore, TIAA-CREF is a qualified government retirement plan.  In the program, on the screenWas This Distribution From a Qualified Plan?  You will select From a Qualified Plan.

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2 Replies
LinaJ2018
Intuit Alumni

Is TIAA-CREF a qualified government retirement distribution for MA?

According to Department of Revenue of Mass, 403(b) retirement plans cover employees of universities, tax-exempt or non-profit organizations and local governments. Two types of 403(b) plans are:

  • Tax-Sheltered Annuity Plan (TSA);
  • Teacher's Insurance and Annuity Association and College Retirement Equities Fund (TIAA-CREF).

Therefore, TIAA-CREF is a qualified government retirement plan.  In the program, on the screenWas This Distribution From a Qualified Plan?  You will select From a Qualified Plan.

edw_ebert
New Member

Is TIAA-CREF a qualified government retirement distribution for MA?

TIAA-CREF is a Qualified Plan but NOT a Qualified Government Retirement Distribution, correct?
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