734573
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

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

Any idea for what to enter for a CSA 1099R? "Roll over" or "return to same account" doesn't seem to apply. I'm just collecting a small monthly amount.

 
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 Best answer

Accepted Solutions
Coleen3
Intuit Alumni

Any idea for what to enter for a CSA 1099R? "Roll over" or "return to same account" doesn't seem to apply. I'm just collecting a small monthly amount.

You could reply "I did something else with the money" if you didn't roll it over.

View solution in original post

3 Replies
Coleen3
Intuit Alumni

Any idea for what to enter for a CSA 1099R? "Roll over" or "return to same account" doesn't seem to apply. I'm just collecting a small monthly amount.

You could reply "I did something else with the money" if you didn't roll it over.

Any idea for what to enter for a CSA 1099R? "Roll over" or "return to same account" doesn't seem to apply. I'm just collecting a small monthly amount.

Actually, I entered "cashed it out" as the other choices left incorrect options to choose from.  I hesitated to use "cash out" since I'm receiving lifetime monthly amounts, not a lump sum.
Coleen3
Intuit Alumni

Any idea for what to enter for a CSA 1099R? "Roll over" or "return to same account" doesn't seem to apply. I'm just collecting a small monthly amount.

That is fine.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question