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Get your taxes done using TurboTax
Sorry, before doing what I said confirm this is the case for your pension company 1099R:
"the pension was a direct rollover to the IRA it should have a code G in Box 7 or the 1099-R. "
I was able to enter the 1099R the way I did because code G was marked indicating the pension money was not paid directly to me.
‎February 21, 2023
10:04 AM