In 2022, my wife has taken a withdrawal from her federal government retirement account. Since she is over 59 1/2, there was no penalty at the withdrawal. The federal government held back 20% for federal taxes on the amount & nothing for state taxes.
What are the procedural steps I need to take to properly enter this information on our joint return? Is there some kind of federal tax form I should receive from her employer denoting the withdrawal? Jeff
