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Question

TSP rollover to an IRA

Forum|Forum|2 years ago
April 11, 2024
1 reply
0 views

I did a direct rollover 5 years ago from my TSP Roth and TSP non-Roth accounts to Roth IRA and non-Roth IRA. When asked about the source of distributions, which is the correct box to choose - qualified government pension - or private? I can't remember all of the options.

I also receive a Federal 1099-R, which is definitely qualified government pension.

There are qualified plans. All that you mention are qualified.

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This is the question:

When asked about the source of distributions, which is the correct box to choose - qualified government pension - or private? My government TSP was rolled into my Schwab account.

My other distributions are directly from the government.

This is a qualified pension plan.

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