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posted Jun 4, 2019 1:52:13 PM

Should I answer "yes" to the question "Did I receive any distributions from a retirement plan after 2015" when I was paid out in 2016, but reported it on my 2016 taxes?

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Intuit Alumni
Jun 4, 2019 1:52:13 PM

Your answer should be yes.  You received a distribution in 2016 and reported it on your 2016 tax return.  This occurred after 2015.

1 Replies
Intuit Alumni
Jun 4, 2019 1:52:13 PM

Your answer should be yes.  You received a distribution in 2016 and reported it on your 2016 tax return.  This occurred after 2015.