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stefanyf3
New Member

I rollover my pension from a previous company to a traditional IRA My distribution check was made out to Primerica to be put in the IRA. The info on my 1099R shows this distribiton as income. Is this

 
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MinhT1
Employee Tax Expert

I rollover my pension from a previous company to a traditional IRA My distribution check was made out to Primerica to be put in the IRA. The info on my 1099R shows this distribiton as income. Is this

When entering your 1099-R, follow the TurboTax interview until you arrive at the page titled What did you do with the money? Check that you moved the money to anther retirement account and that you rolled over to a Traditional IRA (see screenshot).

 

 

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