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New Member
posted Feb 5, 2021 12:08:33 PM

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

What does this mean?

0 3 536
3 Replies
Expert Alumni
Feb 5, 2021 2:30:12 PM

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.

New Member
Mar 11, 2021 1:34:54 PM

Does this include early withdrawals?

Expert Alumni
Mar 11, 2021 1:54:31 PM

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.