How do you respond to the question "Any Periodic Payments" when reporting a pension 1099-R?

How do you respond to the question "Any Periodic Payments?" when reporting a pension 1099-R?

2003

1 Best answer

Level 15

Jun 5, 2019 5:29:35 PM

If you are getting monthly retirement checks you say Yes to this question, and then it will ask if they started this year or prior year.

Level 15

Jun 5, 2019 5:29:35 PM

If you are getting monthly retirement checks you say Yes to this question, and then it will ask if they started this year or prior year.