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jwehler1
New Member

If I'm receiving a monthly annuity payment from my employee pension/retirement plan, should I check the box next to Total distribution?

 
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Leonard
Intuit Alumni

If I'm receiving a monthly annuity payment from my employee pension/retirement plan, should I check the box next to Total distribution?

No, you should not check the box next to Total distribution.  This box is checked only if your payment was for the total distribution from your plan and no balance remained after the payment was made to you.

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1 Reply
Leonard
Intuit Alumni

If I'm receiving a monthly annuity payment from my employee pension/retirement plan, should I check the box next to Total distribution?

No, you should not check the box next to Total distribution.  This box is checked only if your payment was for the total distribution from your plan and no balance remained after the payment was made to you.

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