HMH3
Returning Member

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