Qualified plans question?

sunshiner1 · ‎February 4, 2022

What is the answer to qualified plans when asked what did you do with it ? I take a monthly amount out.

JulieS · ‎February 4, 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.

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JulieS · ‎February 4, 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.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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Qualified plans question?