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woodiowl
New Member

If my pension distribution payer changed to another one. how do i answer when asked what i did with the money i did nothing with the money?

 
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Anita01
New Member

If my pension distribution payer changed to another one. how do i answer when asked what i did with the money i did nothing with the money?

You say that you rolled the money into another eligible pan if the 1099-R was only issued to report a change in the distributor.

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2 Replies
DianeW
Expert Alumni

If my pension distribution payer changed to another one. how do i answer when asked what i did with the money i did nothing with the money?

Is this a direct rollover from one payer/plan to another?
Anita01
New Member

If my pension distribution payer changed to another one. how do i answer when asked what i did with the money i did nothing with the money?

You say that you rolled the money into another eligible pan if the 1099-R was only issued to report a change in the distributor.

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