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Pension distribution, non taxable - correct?
Hi all
I received a lump sum pension distribution, with the pension account bank sending a check in the full amount directly to my personal bank. I take it that this is a direct rollover, as subsequently, my personal bank per my instuctions, deposited the full amount for me to an existing retirement managed account.
I did receive a 1099-R indicating in box 2a that the taxable amount is pre-printed <$0.00>
Having never done this, just wanted to make sure I did everything correctly, dotting i's and crossing t's.
Thanks in advance.
joao1
Topics:
March 13, 2025
5:50 PM