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owlie57
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Did you receive any distributions from a retirement plan after 2017?

What does this mean?
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‎February 5, 2021 12:08 PM
last updated ‎February 05, 2021 12:08 PM
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ThomasM125
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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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‎February 5, 2021 2:30 PM
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touche_t
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Did you receive any distributions from a retirement plan after 2017?

Does this include early withdrawals?

‎March 11, 2021 1:34 PM
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DaveF1006
Expert Alumni
Expert Alumni

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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‎March 11, 2021 1:54 PM
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