My husband gets a monthly distribution from his retirement. How do I answer the question in the software "what did you do with the money from ________ Retirement?

poula59 · ‎June 4, 2019

He hasn't rolled over any of his retirement, he didn't cash out, and he didn't convert any of it. He leaves it where it is and gets a monthly distribution. How do I answer this question?

AnnetteB · ‎June 4, 2019

You would answer "did something else with it".

The most important aspect of that question is that you did not move the money to another retirement account.

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My husband gets a monthly distribution from his retirement. How do I answer the question in the software "what did you do with the money from ________ Retirement?

Retirement tax questions