@kl904 wrote:
How do we account for the withheld taxes from the 2020 withdrawal? Since this is not a new 1099-R, I can't figure out how to distribute the federal taxes over 3 years that I withheld from that distribution/how to account for it.
The federal income taxes withheld from the 2020 distribution were entered on the 2020 tax return as a tax payment.
The taxes withheld are NOT spread over 3 years, only the distribution can be spread over 3 years.
