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My husband gets a monthly distribution from his retirement. How do I answer the question in the software "what did you do with the money from ________ Retirement?

He hasn't rolled over any of his retirement, he didn't cash out, and he didn't convert any of it.  He leaves it where it is and gets a monthly distribution.  How do I answer this question?

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My husband gets a monthly distribution from his retirement. How do I answer the question in the software "what did you do with the money from ________ Retirement?

You would answer "did something else with it".

The most important aspect of that question is that you did not move the money to another retirement account. 

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Highlighted
New Member

My husband gets a monthly distribution from his retirement. How do I answer the question in the software "what did you do with the money from ________ Retirement?

You would answer "did something else with it".

The most important aspect of that question is that you did not move the money to another retirement account. 

View solution in original post