AmyC
Expert Alumni

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.

 

@BruceF

@42baker--

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