Correct. do not select "Pension/IRA distribution received before retirement age."
What code do you have in Box 7. It may be 1 or 2. This indicates an early distribution, but that's Okay.
Go back to where you posted the 1099-R. then.
- Do you have info in Box 2a or Box 2b? - Yes/No
- Is the IRA/SEP/SIMPLE box on this 1099-R checked? Yes/No
- Do any of these situations apply to you? None of the above.
- Tell us if Cynthia moved the money through a rollover or conversion.
- I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
- I converted some or all of it to a Roth IRA
- I did a combination of rolling over and converting some or all of this money.
- I didn't rollover or convert this money.
- Did Cynthia rollover all of this $3,400.00 (Box 1) to another retirement account? Yes/NO/Else
Do this for each one of the 1099-Rs that you have.
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