I did reply yes, when asked if i took out funds from my retirement funds, but was not offered this form. Now I trying to figure out how to correct my return from 2020 or included in my 2023.
August 16, 2023 10:25 AM
last updated August 16, 2023 10:25 AM
When you took a distribution back in 2020 did you elect to spread the tax out over 3 years? Check your 2020 return. Check 1040 lines 4 & 5 and see if only 1/3 was reported.
August 16, 2023 10:36 AM
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