Distribution from a retirement plan

suezm923 — Sat, 01 Jun 2019 02:06:39 GMT

what does this question mean? "Did nicholas have any distributions from a retirement plan?

TurboTax is asking if you (or your spouse, if filing join...

KenH1 — Sat, 01 Jun 2019 02:06:40 GMT

TurboTax is asking if you (or your spouse, if filing jointly) received any earnings from a pension or withdrew any money from a tax-advantaged account such as 401k, 403b, IRA, Roth IRA. These are typically reported on a 1099-R.

Any of these could impact your tax liability/refund, even if they are not taxable.

topic Distribution from a retirement plan in Retirement tax questions

Distribution from a retirement plan

TurboTax is asking if you (or your spouse, if filing join...