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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?
‎April 29, 2020
2:07 PM