Question

If I get a second pension monthly and received a 1099R 2024. Is that what’s considered a “periodic payment “? “ regular payment from retirement account?Thanks

No text available

Yes, a periodic payment is one that you receive on a regular basis such as monthly. This would be different from a one-time lump-sum payment.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

Get answers to all your tax questions