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Not sure why they are asking me this? What Did You Do With The Money From Ascension Health Pen?

I am not sure why they ask this. I get a pension every month from my employer and they are asking what I did with the money
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ThomasM
New Member

Not sure why they are asking me this? What Did You Do With The Money From Ascension Health Pen?

TurboTax asks that question to see if you rolled over retirement money from one plan/account to another, in which case the funds may not be taxable.  In your case this doesn't apply, but it's a standard TurboTax question to make sure the money is being taxed correctly.

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ThomasM
New Member

Not sure why they are asking me this? What Did You Do With The Money From Ascension Health Pen?

TurboTax asks that question to see if you rolled over retirement money from one plan/account to another, in which case the funds may not be taxable.  In your case this doesn't apply, but it's a standard TurboTax question to make sure the money is being taxed correctly.

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