Mrohwf24
New Member

Retirement tax questions

@dmertz 

I agree with your comment about the 2020 stock year and the likelihood of gains. Let’s assume there were none in my case, though. Your comment about the $4K returned to me in 2021 needing to be included on my 20 return still has me confused, though. How would I report any of that distribution (and anything potentially on line 2a) if you’re saying that form isn’t to be generated until a year from now?