CatinaT1
Employee Tax Expert

Retirement tax questions

Did you spread the tax on the distribution over 3 years?  If you didn't, would splitting the distribution over three years put you below the threshold?  If so, you can amend your return to lower your AGI.

 

See this TurboTax FAQ for help with amending.  

You can check the status of your amended return here, but allow 3 weeks after filing for it to show up.  

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