Skip to main content
Level 3
February 4, 2022
Solved

Qualified plans question?

What is the answer to qualified plans when asked what did you do with it ?  I take a monthly amount out.
JulieSAnswer
Alumni - Intuit
February 5, 2022

You should choose "I did something else with it". This question is basically asking if you rolled over the amount to another plan or did you do something else. 

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

1 reply

JulieSAnswer
Alumni - Intuit
February 5, 2022

You should choose "I did something else with it". This question is basically asking if you rolled over the amount to another plan or did you do something else. 

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"