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How do I answer What did I do to my Berks Retirement. I didn’t withdraw or rollover any amounts. At age 55, now 60, I started to receive monthly checks from my Qual. Plan

 
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AnnetteB
Intuit Alumni

How do I answer What did I do to my Berks Retirement. I didn’t withdraw or rollover any amounts. At age 55, now 60, I started to receive monthly checks from my Qual. Plan

You would answer the follow-up question as “I did something else with it”. 

The importance of the question is to establish that it was not rolled into another plan.


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AnnetteB
Intuit Alumni

How do I answer What did I do to my Berks Retirement. I didn’t withdraw or rollover any amounts. At age 55, now 60, I started to receive monthly checks from my Qual. Plan

You would answer the follow-up question as “I did something else with it”. 

The importance of the question is to establish that it was not rolled into another plan.


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