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April 5, 2025
Question

What is the correct answer to the question "Where is your distribution from?"

  • April 5, 2025
  • 1 reply
  • 0 views
So is my distribution from US Government (including military), New York State and City Education, Certain public authorities, NYC Variable Supplemental Funds (VSF), Certain annuity funds, Other pensions of New York State and Local Governments, or Other pensions of New York State and Local Governments OR is my distribution from New York State and City Education (optional retirement program), IRA rolled over over from a former government pension, OR is my distribution not eligible for exclusion for those over age 59 1/2 OR Is my distribution none of the above (and should I select for deferred compensation 457 plans

1 reply

JohnB5677
April 6, 2025

Please clarify your question.

 

  • What form number is it (1099-???)?
  • Who is the payor?
  • I general, where did the payment come from?
  • What was the payment for?

Please contact us again to provide some additional details. 

 

 

 

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