Vanessa A
Expert Alumni

Retirement tax questions

If you selected 1a and 2a, saying that you moved it to another retirement account and rolled over all of the money or returned it, you told TurboTax that you did a Rollover.  Rollovers are not taxable.  This is why you are getting that message.

 

If you took a distribution and did not return it, then you should select that you Did something else with it (Cashed it out)

 

You will get the same questions for all entries from 1099-R's whether it is a pension or an IRA.  

 

For your pension, you will need to answer the same way, that you "Did something else with it (Cashed it Out)"

 

To fix the issue, you will simply need to go back through and change your answers to say that you Cashed it Out. You can do this by clicking Income then Edit next to the 1099-R entries

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