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Retirement tax questions
Thank you for the response, I seen in the Turbo Tax program it states if you took a qualified distribution in 2020 to check yes if you want to report 1/3 of the income ion addition to the 1/3 for this year. It states IRS will make the necessary adjustments with your refund , if this is the case would you still have to file an amended return since you're including the distributions in the 2021 income and asking IRS to include the 1/3 from the previous year.
March 28, 2022
6:06 AM