DianeW
Expert Alumni

Retirement tax questions

First, after you select  "From a Qualified Plan", the next question is asking what you did with the money.  If you keep the money because it's your retirement payment you should select "........ did something else with it (cashed it out, etc). This simply means you kept the money and did not put it into another retirement account. Then select that "........ got regular payments from this account".

The amount paid in taxes would be "part of the $$$ received" if you did not add money for the taxes and because you would know if this did pertain to you.

If you have a code in box 7, that is other than code 7, you can add a comment to include the code and I can help further.

Lastly, if you did not rollover to another retirement account you can just say no.

[Edited: 03.08.2018 | 8:53 AM]