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When inputting a 1099-R I am being asked what I’ve done with the money in my pension account....and I haven’t done anything with it. I am receiving monthly payments from it. I have not rolle
It’s asking if I rolled it into another account, but I have not.
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posted
June 6, 2019
1:26 PM
last updated
June 06, 2019
1:26 PM
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When inputting a 1099-R I am being asked what I’ve done with the money in my pension account....and I haven’t done anything with it. I am receiving monthly payments from it. I have not rolle
The real question being asked is Did you Roll the money over to another retirement account? or
Did you do something else with it, like spend it to live?
DoninGA is correct, if you didn't roll over the money to another retirement account, just select, Did something else... and move on.
June 6, 2019
1:26 PM
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When inputting a 1099-R I am being asked what I’ve done with the money in my pension account....and I haven’t done anything with it. I am receiving monthly payments from it. I have not rolle
There are two options shown. Select the option "did something else..." and click on Continue.
June 6, 2019
1:26 PM
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When inputting a 1099-R I am being asked what I’ve done with the money in my pension account....and I haven’t done anything with it. I am receiving monthly payments from it. I have not rolle
The real question being asked is Did you Roll the money over to another retirement account? or
Did you do something else with it, like spend it to live?
DoninGA is correct, if you didn't roll over the money to another retirement account, just select, Did something else... and move on.
June 6, 2019
1:26 PM
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