Coleen3
Intuit Alumni

Retirement tax questions

On the page "Any Periodic Payments?", this is what the questions refer to. Most pension plans are the first type.

Funds that you receive at regular intervals (weekly, monthly, quarterly, annually) over a predetermined period of time, for example, 15 years, or for life.


Equal periodic payments are annual withdrawals that you make from a pension plan or 401(k) plan. The amount you withdraw is calculated so that the funds last throughout your expected lifetime. 

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