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Retirement tax questions
The questions are critical to anyone who has been through a disaster and had to take money from their retirement account to survive. They are given a special 3 year period to pay the taxes on the money.
The program feels repetitive because it has to ask for each of the prior year's that can still be in the 3 year cycle.
No is not an option, if you selected that your retirement income was from a disaster, the program remembers and will tax you for the next 2 years as required. @bsg_sam1951, @davesm2 Please review your prior year returns and make sure you did file the full amount.
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March 4, 2020
5:10 PM