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lindallr
New Member

My pension plan changed payors this year to a different company. How do I answer the question, "Is this the first year you began getting regular payment from ....?

 
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IreneS
Intuit Alumni

My pension plan changed payors this year to a different company. How do I answer the question, "Is this the first year you began getting regular payment from ....?

If you were getting distributions from your pension prior to this year, answer the question, NO.  This is really just a "change of administration."

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