On State form 3805P, there is a column for non simple distribution and simple distribution, what is the difference between non simple and simple?

[lgmagsayo]

Please clarify…

[Just-Lisa-Now-]

Im guessing it means a Simple IRA, vs a 401k or some other type of retirement account?

If you put your cursor in the box and hit the yellow ? on the toolbar, it explains what it means.

[qbteachmt · Accepted solution]

See if this article helps put the question into perspective for the issue:

https://www.irs.gov/retirement-plans/simple-ira-withdrawal-and-transfer-rules

It seems something is triggering the Additional Tax, which is 10% or 25%, depending on circumstances.