Retirement tax questions


@Ajohnson2252 wrote:

Ok thank you for that update! 

So I will be able to file the 2020 distribution within this year’s tax return? Or do I need to amend last year’s instead as the poster above mentioned?

 

Thank You,

Alli


No.  As I said above a 2020 distribution can only be filed on a 2020 tax return.  There will be not 89!5-E form for 2021, that was  a 2020 form only. 

**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.**