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February 25, 2023
Question

Form 39R: Source: Qualified/NQ select the Qualified Retirement income. How do I know which are qualified retirement benefits?

  • February 25, 2023
  • 1 reply
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Do I mark "not eligible for retirement deduction or qualified retirement"?

1 reply

February 26, 2023

Qualified Retirement Benefits for Form 39R are according to Form 39R Instructions page 31:

 

  • Civil Service Employees
  • Idaho Firefighters
  • Police Officers of an Idaho City
  • Service Members

If your distribution isn't from a qualified retirement listed above then you will select "not eligible for retirement deduction or qualified retirement".

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