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Retirement tax questions
Thanks again for the reply and the link. Appreciate it.
Next to the box: EARNINGS, it states "Check here if you want us to calculate Plan Year and applicable GAP_Period earnings for this and all future Corrective Distributions".
I assume I would get the refund by 12/31/2023. If I am not misunderstanding, sounds like I don't have to check this box . They will calculate the earning for 2013 automatically. But to be safe, should I check this box just in case , I dont get the refund by 12/31/2023?
thank you
‎October 31, 2023
5:42 PM