AmyC
Expert Alumni

State tax filing

1. No, nonqualified distributions are taxable.

2. No, you returned the money

3. No, the distribution was not qualified and returned.

4.Correct, it would have been yes if you kept the money. It is no since you returned the money.

 

No harm was done by taking the distribution and returning it so there is no effect on your taxes. Act as though it never happened.

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