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posted Jun 1, 2019 11:02:43 AM

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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1 Best answer
Intuit Alumni
Jun 1, 2019 11:02:45 AM

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.

1 Replies
Intuit Alumni
Jun 1, 2019 11:02:45 AM

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.