Hi All,
Quick question re: 1099-R. I’m 61 and I took a withdrawal from my 401k for which I had income tax withheld. I received a 1099R and it shows in Box 4 the amount of federal income tax withheld. Given my age is over the 59 1/2 rule and that I already withheld the income tax on the entire portion, would I still need to report this form on my taxes?
