bzeh42
New Member

We are retired & receive retirement funds, why do I get questions about rollover of the funds? I don't understand the questions.

After I enter the information from the 1099-R I go through questions on qualified plan, great they are qualified.

Now I get several questions about roll-overs.  Why?  I don't know what to answer.  We get retirement funds from the accounts we put into.  Also questions about was this amount paid in taxes added to the $$$ or part of the $$$ received.  Why this question?