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owlie57
New Member

Did you receive any distributions from a retirement plan after 2017?

What does this mean?
3 Replies
ThomasM125
Employee Tax Expert

Did you receive any distributions from a retirement plan after 2017?

If you have a retirement plan, and took a distribution from it in 2018, 2019 or 2020 then you would answer "yes" to that question.

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touche_t
New Member

Did you receive any distributions from a retirement plan after 2017?

Does this include early withdrawals?

DaveF1006
Employee Tax Expert

Did you receive any distributions from a retirement plan after 2017?

Yes, this includes all distributions after 2017, which includes early withdrawals. Don't include this year's though if you took one this year. You are reporting this on this year's return.

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