@tcbushman wrote:
Similar to original question my wife received a 1099-R and a check from her employer retirement account after she quit in 2020. We reported this on our 2020 taxes. But while filing our 2021 taxes the question asks "did we receive any distributions from a retirement plan after 2018?" - technically yes in 2020 - but do we still need to report that since we already did for our 2020 return. Should I answer yes or no? Thank you for any help.
The question is being asked in case you had a 2020 distribution due to a Coronavirus-related issue and spread the distribution over three years, that needs to be reported on the 2021 tax return. If this does not apply to your 2020 distribution then answer NO.
