2019seed
New Member

Retirement tax questions

I'm entering his 1099-R info.  Turbo tax question #1 is: Was this pension received from his employment as a public safety officer? Yes. He retired from law Enforcement in 2007. Question #2-did pension admin take money out for health ins. No. Question #3  A. Did he move money from one retirement account to another OR B. cash out? If I choose option A it gives me 3 options: Did he rollover money, convert money or combination? As I understand the definitions of each, none of those options apply. If I choose B: cash out money, that doesn't apply either. That money direct deposits into an account we use for bills.  What do I choose?