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.

rcooley25 · ‎03-10-2022

At his time it appears that 1099r will be needed to carry the amount over to line b form 1040