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New Member
posted Apr 14, 2021 11:43:58 AM

Any Periodic Payments?

Retirement Plan Questions "Any Periodic Payments" A Yes answer is switched to No under a review of the Pension plan data. Is there a problem?

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1 Replies
Expert Alumni
Apr 14, 2021 12:51:29 PM

'Any Periodic Payments' refers to you receiving monthly retirement income, as opposed to a 'one-time' withdrawal from your Retirement Fund. 

 

Since we can't see your return in this forum, I would suggest that you Delete your 1099-R and Re-Enter it, paying close attention to the questions on the follow-up screens.

 

Click this link for more info on How to Enter 1099-R.