Kona Coffee Guy
Returning Member

Get your taxes done using TurboTax

Hi friend,

I know, the words are confusing.  You basically have two simple choices if you received Retirement Benefits:

1.  You left it in the retirement account or transferred to another retirement account. or

2.  You received it into your bank account and spent or saved the funds etc.

 

you would check the appropriate box.  (probably most people receive the benefits and spend it as regular income.)