ThomasM125
Expert Alumni

Retirement tax questions

@Robert5977

You should see a screen that says What did you do with the money from (name of pension company)? after you enter your form 1099-R. To which you need to indicate that you moved the funds to another retirement account and rolled it over to a traditional IRA or other retirement account. Then the distribution will not show as taxable on your tax return. See the following:

 

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