erika-reinsel
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No, that box is not checked. Thanks for the clarification, really appreciate it. Sounds like the Vanguard rep didn't understand, as they were the ones saying it...
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I have entered exactly as on the 1099-R form, and as downloaded the preview, I do see it shows as rollover. However it does list under 'Pensions and Annuities' ...
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Thanks for sending. I never previously had to do a rollover so just confirming this is accurate. I filled out as received on the 1099-R
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I was talking to Vanguard (who completed the rollover) and they said it's not a pension plan, so that's where the confusion came from.
Activity Feed for erika-reinsel
- Got Cheered for I entered my 1099-R and the retirement income results total appears under 'Pension and annuity distributions' instead of 'traditional distributions' which it should be?. April 14, 2024 2:47 AM
- Posted Re: I entered my 1099-R and the retirement income results total appears under 'Pension and annuit... on Retirement tax questions. February 25, 2023 8:00 PM
- Posted Re: I entered my 1099-R and the retirement income results total appears under 'Pension and annuit... on Retirement tax questions. February 25, 2023 6:53 PM
- Posted Re: I entered my 1099-R and the retirement income results total appears under 'Pension and annuit... on Retirement tax questions. February 25, 2023 1:07 PM
- Posted Re: I entered my 1099-R and the retirement income results total appears under 'Pension and annuity distributions' instead of 'traditional distributions' which it should be? on Retirement tax questions. February 25, 2023 1:05 PM
- Posted I entered my 1099-R and the retirement income results total appears under 'Pension and annuity distributions' instead of 'traditional distributions' which it should be? on Retirement tax questions. February 24, 2023 4:06 PM