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June 4, 2019
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Not sure why they are asking me this? What Did You Do With The Money From Ascension Health Pen?

  • June 4, 2019
  • 1 reply
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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
Best answer by ThomasM

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.

1 reply

ThomasMAnswer
Employee
June 4, 2019

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.