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

owlie57 · ‎February 5, 2021

What does this mean?

ThomasM125 · ‎February 5, 2021

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 · ‎March 11, 2021

Does this include early withdrawals?

DaveF1006 · ‎March 11, 2021

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