BillM223
Expert Alumni

Retirement tax questions

You as a taxpayer probably operate on  calendar year basis. Thus if you received the distribution in 2024, you report it on your 2024 tax return.

 

If you received the distribution in 2024, then you declare it on your 2025 tax return (which you will do in 2026).

 

From your description it sounds like a 2025 distribution printed on a 2024 form.

 

When did you ask for it? 2025? When did you get it ? 2025?

Then it gets reported on your 2025 return. We are working on your 2024 return now.

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