P
pooh1965
Guest
What is the name of your state? AZ ... I have a question regarding 1099-R forms that show a distribution code of " 1 " .
The company sent me a total of three 1099R forms, all with the distribution code "1", however, I had been terminated from this employer due to not being able to return as I became total and permantely disabled. I believe the codes should be "3" (disability). When doing my taxes, when it asks on the 1040 form, should I input what the company put down (1 early withdraw) , or should I go ahead and put a "3 disability" (since this is the reason for the withdrawls, of which the company was aware of the disability leave) ?. The difference between "code 1 and 3" varies greatly regarding my refund amount. The distributions were due to being on short term disability and ssdi. Thank you for any suggestions....
The company sent me a total of three 1099R forms, all with the distribution code "1", however, I had been terminated from this employer due to not being able to return as I became total and permantely disabled. I believe the codes should be "3" (disability). When doing my taxes, when it asks on the 1040 form, should I input what the company put down (1 early withdraw) , or should I go ahead and put a "3 disability" (since this is the reason for the withdrawls, of which the company was aware of the disability leave) ?. The difference between "code 1 and 3" varies greatly regarding my refund amount. The distributions were due to being on short term disability and ssdi. Thank you for any suggestions....