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Retirement tax questions
OK ! I put YES ! Then it asked me :
X Did you move this money to another retirement account (or returned it to the same retirement account) or
Did you do something else with it (Cashed out, etc) The "X" shows what I checked
Then it asks me:
X Did you roll over all of this money?
Did you roll over part of this money to another account? The "X" showed what I selected.
Are the 2 questions I checked properly as I should? (Just seems so dumb to ask people that are on a set pension these questions)
Thanks--I would like to do this right this year even though I will get the same amount if I just show these as W2's like I did last year.
‎February 10, 2021
5:56 PM