in [Event] Ask the Experts: Tax Law Changes - One Big Beautiful Bill
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How do you respond to the question "Any Periodic Payments?" when reporting a pension 1099-R?
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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.
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.
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