If I simply receive a monthly check from my retirement program but that option isn't part of this question and there's no option as to what to enter here what do I do?

this question asks if I rolled over or converted the retirement money. I don't understand the question because I simply receive a monthly amount to my bank account. do I just leave it marked as is?

posted

Sounds like you are trying to enter a 1099R. Go through the screens slowly. and carefully. When you come to the question that asks "What did you do with the money from this payer?" choose "...did something else with it (cashed it out etc.)"

Keep going carefully (past a couple of screens that ask about qualified disaster) and you will come to another screen that asks "any periodic payments?" and you will choose YES that you got regular payments from the retirement account.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**