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1099R pension transferred to new company. Is it now a new pension?
The distribution agent for a pension was changed, however the pension is otherwise the same; same monthly payments, terms, etc.
When TurboTax premier asks me "Is 2024 is the first year you started getting regular payments from new company", do I indicate "Yes, I started getting payments in 2024"?
While technically that is correct, I started getting these payments "in 2023 or a prior year" from a different company.
March 18, 2025
6:13 PM