By the way, wasthis the code marked on your pension company 1099R, or what code was there if not G?"the pension was a direct rollover to the IRA it should have ...
Sorry, before doing what I said confirm this is the case for your pension company 1099R:"the pension was a direct rollover to the IRA it should have a code G in...
"Once I added the second 1099-R from my last company that paid out my pension instead of just listing the brokerage 1099-R the amount I owed in taxes went up su...
"It seems that the pension might be moved first to the traditional IRA (then the Form 1099-R mentioned in 1 would be correct and you would not need to enter the...
Okay, I think I am almost there, but did run until an issue after entering the two 1099R forms as suggested (as best as I could follow). I appreciate your help ...
