KathrynG3
Expert Alumni

Retirement tax questions

If a distribution was received to pay a prior year tax, the withholding on that distribution would apply to the year of distribution only. 

 

The IRS will consider any withholdings in 2020 to be reportable in 2020.

 

For more information, see: When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc. - TurboTax Tax...