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Retirement tax questions
Since I did not receive the three hundred gross distribution (dividends), should I choose the following answers (the ones with X)?
What Did You Do With The Money From State Farm Life Insurance Company?
__X___I moved the money to another retirement account (or returned it to the same retirement account).
______I did something else with it (cashed out, etc.
__X___I rolled over all of this money to an IRA or other retirement account (or returned it to the same
account).
______I did a combination of rolling over, converting, or cashing out the money.
It is a non-tax qualified plan.
Thank you
What Did You Do With The Money From State Farm Life Insurance Company?
__X___I moved the money to another retirement account (or returned it to the same retirement account).
______I did something else with it (cashed out, etc.
__X___I rolled over all of this money to an IRA or other retirement account (or returned it to the same
account).
______I did a combination of rolling over, converting, or cashing out the money.
It is a non-tax qualified plan.
Thank you
‎June 5, 2019
11:16 PM