I have two 1099-R from CalSTRS.
#1 is a Rollover from 403b to a different 403b.
#2 is Pension money with tax with held ($55,xxx)
On #2 I check the boxes that say it was NOT rolled over into an IRA.
When I check "I didn't roll over or convert this money" I get a message that says:
"Good news! You don’t owe taxes on your rollover
"You won't have to pay taxes on your $55,xxx rollover from California State Teachers'.
"Since you rolled the entire amount to another retirement account, you don't have to pay taxes on it. This is because you didn't actually pocket the money, but kept it within a qualified retirement account."
This does not seem right. It is 1099-R #1 that was a rollover (for a different $ amount).
