dmertz
Level 15

Retirement tax questions

A regular distribution that occurred in 2020 goes on your 2020 tax return, not your 2019 tax return, and generally has no effect on your 2019 tax return.  However, if you do not roll over the entire gross amount, it could affect the amount of Retirement Savings Contributions Credit you (or your spouse) might otherwise be eligible to receive on your 2019 tax return and would have to be included on 2019 Form 8880.