- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
If your pension distribution was transferred to another IRA within sixty days as a qualifying rollover, you should indicate in TurboTax that you rolled the funds over to another retirement account. You will see a screen after you enter your Form 1099-R that says What Did you Do With The Money from (name of pension), to which you answer I did a combination of rolling over, converting, or cashing out the money:
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 10, 2025
12:49 PM