.
I only received one response to my “An Open Question for Tax Pros Who Prepare NJ-1040s “, and that was in reply to an email I sent specifically asking for guidance.
Just in case anyone is interested, here is the response –
“I would and have used the IRA distribution rule for these type of deferred compensation withdrawals. It is not a regular monthly pension and therefore you must use the IRA distribution rule not the three year rule or pre determined life rule.”
This is what I had planned to do, and did do, and was happy to have my decision verified.
TAFN
Just in case anyone is interested, here is the response –
“I would and have used the IRA distribution rule for these type of deferred compensation withdrawals. It is not a regular monthly pension and therefore you must use the IRA distribution rule not the three year rule or pre determined life rule.”
This is what I had planned to do, and did do, and was happy to have my decision verified.
TAFN
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