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1099-R
2020 first yr retired as public safety officer and collected disability pension income. Box 5 has an amount and TurboTax asks confusing quesions about it being a rollover, etc. I used time on books as contributions to 401/457 maximums, and left over money was paid to me, shown on separate W-2. Plan Administrator did deduct my medical premiums from disability income throughout the year. I didn't rollover or convert any money. When it asks about "periodic payments" is this referring to my pension income or 401/457 plan? Thanks in advance for your help!
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March 20, 2021
12:20 AM