Retirement tax questions

If it's asking what you did with the money.  It should have 2 choices.  If you didn't do the first one then just select the other one.  All it really wants to know is if you rolled it over or put it into another retirement account or even back to the same account.

 

If you get a monthly pension check then pick the other circle for I did something else with it.  You did get the cash each month.  That is "something else”.

 

You took distributions and got the cash.  Getting a monthly check is the same as cashing it out each month.  You got the money.

 

AND If you are 70 1/2 or older it will ask if you took the RMD.  Say yes for pensions.  Anything your pension pays you is considered to be the RMD.