AmyC
Expert Alumni

Retirement tax questions

I can only think of the 1099-R entries where it asks if these were regular or sporadic payments received. 

 

For example, a retirement plan would be regular monthly payments whereas an IRA withdrawal could be sporadic. 

 

When entering a conversion, select not regular, and continue answering the questions about what you did with the money, like rollover.

 

See 1099-R codes. See Table 1. Guide to Distribution Codes

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