turbotax icon
turbotax icon
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Yes No
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...

posted
‎March 22, 2024 1:06 PM
last updated ‎March 22, 2024 1:06 PM
0
1
904
Reply
Bookmark Icon
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
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
0
871
Reply
Bookmark Icon

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post

Featured forums
Taxes
Lower Debt
Investing
Self-Employed
All topics

Unlock tailored help options in your account.

Live Assisted: Get answers to all your tax questions! Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Live Assisted. Explore your options!
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question

Related Content

marcink1
DEASDARTMAN
annpdx
syoung123
user17706627611