I am receiving a pension from my EX husband. Do I mark this as a qualifying or non-qualifying? I have been getting this since 2013 and have never had a problem.

Forum|Forum|1 year ago
February 3, 2025
1 reply
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It will not let me past this 1099-R. I have double checked everything, and don't know what to do. it was from his pension from 2000. so. does that make it qualifying for him only or for both of us?

SharonD007

Qualified retirement plans qualify for certain tax benefits and meet the guidelines of the Employee Retirement Income Security Act (ERISA) while nonqualified plans don't. Examples of qualified plans are 401(k) plans, profit-sharing plans, and Keogh (HR-10) plans. Examples of nonqualified plans include deferred-compensation plans, executive bonus plans, and split-dollar life insurance plans.

Check with your ex-husband's employer or the plan administrator to confirm the type of plan that your ex has.

Refer to the TurboTax article What is a "qualified retirement plan"? for more information.

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