JohnB5677
Employee Tax Expert

Get your taxes done using TurboTax

These questions are standard.  They are asked to help determine the taxability of the withdrawal.

 

Did you move it to another retirement Acct or returned it to the same account?   This would be non-taxable.

OR did you do something else with it?  This would be taxable.

The second question asked if you rolled it over?  This is non-taxable.

 

The code W  represents – Charges/payments for purchasing qualified long-term care insurance contracts under combined arrangements

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