khuber
Returning Member

Retirement tax questions

Correct, definitely not a rollover, the 1099-R I receive is just a summary of the monthly pension payments I receive throughout the year. I enter exactly as you summarized then see the screen I sent that asks if anything "moved" to an IRA. If I'm not able to "move" money to an IRA this screen should not have come up. Thank you for your responses, they have been very helpful. Am I allowed to move $ to an IRA given the type of income reported on my 1099-R?