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Retirement tax questions
No, you don't need to Amend your prior year returns. Since all the after-tax contributions have been taken as of 2016, you are correct that the Gross Distribution will be the taxable amount each year after that.
Unless the amendment makes a difference in the amount of your return, you don't need to Amend.
Here's more info on Do I Need to Amend?
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March 24, 2023
6:45 PM
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