Level 5

Other tax discussions

Rolled over 401(k) to new company but also received money because we contributed too much into our 401(k)

 

We have received 1099R forms

 

When asked Where is this distribution from?  What do we select?

 

Military pension or survivor's benefits ~ does not apply

Disability benefits (under age 65 only) ~ does not apply

There year rule pension or 401(k) benefits ~ Not sure

General rule pension or 401(k) benefits ~ Not sure

None of the above ~ Not sure