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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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Accepted Solutions
LisaBr
New Member

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.

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2 Replies

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.
LisaBr
New Member

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.

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