topic How do I answer these questions about my husband's retirement. He gets paid each month. in Retirement tax questions

How do I answer these questions about my husband's retirement. He gets paid each month.

judyjudy1- — Sat, 01 Jun 2019 17:58:40 GMT

If he gets a monthly pension answer Yes, and then it will...

MichaelL1 — Sat, 01 Jun 2019 17:58:41 GMT

If he gets a monthly pension answer Yes, and then it will ask, did it stat before 2018, and you will answer yes or no to that question.

If it's asking what you did with the money. It should ha...

VolvoGirl — Sat, 01 Jun 2019 17:58:43 GMT

If it's asking what you did with the money.  It should have 2 choices.  If you didn't do the first one then just select the other one.  All it really wants to know is if you rolled it over or put it into another retirement account or even back to the same account.

If you get a monthly pension check then pick the other circle for I did something else with it.  You did get the cash each month.  That is "something else”.

How old is he?  If you are 70 1/2 it will ask you if it is the RMD.  Say yes.  Anything your pension pays you is considered to be the  RMD.