cedgar10
New Member

Unsure how to respond to periodic payments for retirement fund

I get monthly payments from the fund for life.
LindaA
Expert Alumni

Retirement tax questions

Monthly payments are periodic payments (made on a regular basis), so you should answer Yes.

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Retirement tax questions

I keep answering the question about Any Periodic Payments? in the affirmative since I was getting monthly payments from 3 different pension plans, but when I revisit the same page to check, TT has changed my response back to "No, xxxxx didn't get regular payments...".  Why does TT keep changing my answer from Yes to No,  and does it really make any difference?