Re: How to claim another 1/3 in 2021? Client has a 10k distribution (401K) back in 2020. He elected to spread the 10k over 3 years, which he included 1/3 of the 10k in 2020.

stacyle0301 · ‎03-09-2022

Does client have to include form 1099R from the year he made the distribution?