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If I receive a pension and did not receive a lump sum distribution, how do I answer what did I do with the money?

 
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dmertz
Level 15

If I receive a pension and did not receive a lump sum distribution, how do I answer what did I do with the money?

You "did something else with the money."

(In other words, you did not roll the money over to another retirement account since regular periodic pension payments for life are not eligible for rollover.)

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1 Reply
dmertz
Level 15

If I receive a pension and did not receive a lump sum distribution, how do I answer what did I do with the money?

You "did something else with the money."

(In other words, you did not roll the money over to another retirement account since regular periodic pension payments for life are not eligible for rollover.)

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