What does it mean "What did ___ do with ........retirement money? Cash it out, etc...

hayes_cd · ‎April 28, 2020

Does this mean, I used it for living expenses?

DoninGA · ‎April 28, 2020

It means did you use it for anything else other than moving it to another or the same retirement account.

dazedconfused · ‎July 14, 2020

What if it's not eligible for rollover into another retirement account? This is just a monthly cash payment.

DawnC · ‎July 14, 2020

TurboTax will know it is not eligible - but the question comes up on every 1099-R entry so just answer ''did something else'' ''took the cash'' or anything but rollover. @dazedconfused

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What does it mean "What did ___ do with ........retirement money? Cash it out, etc...

Retirement tax questions

Retirement tax questions

Retirement tax questions