We rolled over a pension but still got a 1099- R. WHY?

b146klc — Sat, 01 Jun 2019 07:15:31 GMT

There was still a distribution from one of your retiremen...

IreneS — Sat, 01 Jun 2019 07:15:33 GMT

There was still a distribution from one of your retirement accounts, even though it was rolled over to another account. The financial institution must generate a 1099-R and send a copy to you and the IRS. If it was rolled over to a similar type of retirement account, the distribution should be nontaxable.

Since it was a rollover, there should be a code G in box 7 of your 1099-R. Go ahead and enter the information into TurboTax using these steps:

Click on Federal Taxes > Wages & Income [In TT Self-Employed: Personal > Personal Income].
Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). [See Screenshot #1, below.]
If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries. Click on the link Add Another 1099-R. [Screenshot #2]
If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
You can either import your 1099-R or click on the I'll type it in myself box. [Screenshot #3]
If you select to enter the information yourself, continue through the screens, answering the interview questions.

topic We rolled over a pension but still got a 1099- R. WHY? in Retirement tax questions

We rolled over a pension but still got a 1099- R. WHY?

There was still a distribution from one of your retiremen...