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June 6, 2019
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How do you respond to the question "Any Periodic Payments" when reporting a pension 1099-R?

  • June 6, 2019
  • 1 reply
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How do you respond to the question "Any Periodic Payments?" when reporting a pension 1099-R?

Best answer by MichaelL1

If you are getting monthly retirement checks you say Yes to this question, and then it will ask if they started this year or prior year. 

1 reply

MichaelL1
MichaelL1Answer
Employee
June 6, 2019

If you are getting monthly retirement checks you say Yes to this question, and then it will ask if they started this year or prior year.