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rvturner1
Level 1
June 4, 2019
Solved

After entering the data from my 1099R it asks what I did with the money from the Office of personnel management. The choices are confusing.

  • June 4, 2019
  • 1 reply
  • 27 views

Asked what I did with the money from Office of Personnel Management? The 2 choices offered make no sense to me.

    Best answer by BillM223
    TurboTax basically wants to know if you rolled the money over to another retirement plan or if you put it in your own checking or savings account (or just spent it)..

    Most taxpayers spend the money they receive on a 1099-R to live on, so in this case, you would check the second line ("[your name] did something else with it (cashed out, etc.).")

    You would check the first box ONLY of you put the money into a retirement account (the same one or a different one).

    1 reply

    BillM223Answer
    Level 15
    June 4, 2019
    TurboTax basically wants to know if you rolled the money over to another retirement plan or if you put it in your own checking or savings account (or just spent it)..

    Most taxpayers spend the money they receive on a 1099-R to live on, so in this case, you would check the second line ("[your name] did something else with it (cashed out, etc.).")

    You would check the first box ONLY of you put the money into a retirement account (the same one or a different one).
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