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Purpgal138
New Member

1099-R

Processing Payer changed midyear on a pension plan we've been receiving for several years. Do I answer Yes or No to the question if it was new in 2023? The pension payments aren't new to us but the company is...

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‎March 22, 2024 1:06 PM
last updated ‎March 22, 2024 1:06 PM
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DoninGA
Level 15
Level 15

1099-R

Answer No since you have been receiving the payments for several years.

‎March 22, 2024 1:08 PM
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