- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
It depends. You may have unknowingly paid for the entire distribution and not realize it. Check your 2020 1040 form to see if there is a difference between Boxes 4A & 4B if an IRA distribution or Boxes 5A & 5B if a 401K distribution. If no difference, then you may have been taxed for the entire distribution and not realize it.
There should be a 8915-E form if this was done correctly in your 2020 return.
@Dorknut
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 24, 2022
6:25 PM