Retirement tax questions

 

 


@Zan569 wrote:

How do I spread the amount over 3 years?  I entered in the 1099-R form with the full amount.  Do I reduce the amount on it by a third?  I can't find anything that explains how I split it up.  Thanks



If you meet the qualifications for a COVID related distribution then answer YES to the COVID question and the remaining COVID questions.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**