Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
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?

 
1 Best answer

Accepted Solutions
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.

View solution in original post

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.

Privacy Settings
v