BillM223
Expert Alumni

Retirement tax questions

First, what was the distribution code on the 1099-R?

 

Second, when asked what you did with the money shortly after your entered the 1099-R, how did you answer? You should have answered that you rolled the money over to another retirement account. Go back and review the 1099-R interview.

 

Third, "disbursement checks". What disbursement checks? Are you also drawing a pension? Or is this part of the rollover?

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