My company has changed the company managing my pension distributions. I received the 1099 R from the "new" provider and box 2b has checked "Taxable amount not determined". This is correct and the "old" provider also always checked this box in previous years. This year however the "old" provider now checked "Total distribution". I am assuming this is because this is they have transferred everything to the"new" provider and closed the account. However this is not my "Total distribution" from my pension. If I use this "Total distribution" checkmark when using TurboTax 2024 it changes my refund higher DRASTICALLY and is probably incorrect. I think if I contact the "old" provider they will say they did indeed distribute the pension (Total distribution) when they transferred it to the "new" management provider. So do I have a problem with TurboTax, or the "old" provider. I would love to take the drastically larger refund using the "Total distribution" checkmark on the 1099 R, but I know the refund would not be correct. However if I check "Taxable amount not determined" then I'm afraid it may trigger an audit because it does not match what is on my 1099 R. Who should I contact first, "old" provider or TurboTax??
