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1099R
When entering a 1099R and selecting qualified plan the questions it asks me is if I invested the $$ into another retirement account or cashed it out. I receive monthly checks for my retirement so neither one. What do I do?
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February 13, 2021
2:13 PM
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Retirement tax questions
Select you cashed it in or some other purpose since this is pension/retirement income.
February 13, 2021
2:16 PM
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Retirement tax questions
If you received checks the you cashed it out (i.e. you got the money).
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
February 13, 2021
2:18 PM