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May 5, 2021
Question

I have received a 1099-R from the AUTOMOTIVE MACHINISTS PENSION TRUST FUND and do not know if it comes under non qualified category or not?

  • May 5, 2021
  • 1 reply
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1 reply

macuser_22
Employee
May 5, 2021

Most pensions are qualified but not all.  The plan administrator can tell you if the plan is qualified or not - call them.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**