Retirement tax questions

Did you  file yet ??

You must have a) filed by Tax Day, or b) requested an extension of time to file by tax day to take advantage of the Oct 15 deadline.

 

The custodian has to take your word for it.

If they don't cooperate, you can calculate the earnings yourself, and attach an explanation statement to your amended tax return.

 

If you didn't file timely as above, the custodian is correct.

 

@Emy95