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New Member
posted Jun 4, 2019 3:10:24 PM

On the page What did you do with the money, I just receive pension check each month, I do not roll it over or move it to another account. not sure which box to check

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1 Best answer
Intuit Alumni
Jun 4, 2019 3:10:26 PM

If you received the money and did anything else with it rather than roll it over into another retirement account, you would indicate that. If you get a monthly amount and you spend/save it, then you "did something else" with it.

1 Replies
Intuit Alumni
Jun 4, 2019 3:10:26 PM

If you received the money and did anything else with it rather than roll it over into another retirement account, you would indicate that. If you get a monthly amount and you spend/save it, then you "did something else" with it.