Do i report a pension plan lump sum distribution roll over as a non taxed income

bru-b-2 — Thu, 06 Jun 2019 09:08:30 GMT

Yes, you do. Please report form 1099-R, which you should...

MargaretL — Thu, 06 Jun 2019 09:08:31 GMT

Yes, you do. Please report form 1099-R, which you should have received for this transaction. If the form indicates code G in box 7, the rollover is automatic. If there is any other code, you will be asked by the program what you did with the money. Once you indicate that you moved the money to another retirement account, the rollover will be applied on your tax return.

Please follow below steps for data entry:

Federal Taxes
Wages and Income
Scroll down to Retirement Plans and Social Security
Select IRA, 401(k), Pension Plans (1099-R)

Thank you

bru-b-2 — Thu, 06 Jun 2019 09:08:33 GMT

Thank you

topic Do i report a pension plan lump sum distribution roll over as a non taxed income in Retirement tax questions

Do i report a pension plan lump sum distribution roll over as a non taxed income

Yes, you do. Please report form 1099-R, which you should...

Thank you