What year to pay the taxes on my Roth IRA withdraw
- On December 29 2023 I called Fidelity investments to have all my money withdrawn from my Roth IRA account. They did not take taxes out and I did not receive the money till January 2, 2024. What year do I need to pay the penalty or report this? Do I report it in 2023 or wait till 2024 tax year? I have not received a 1099R either but I know that they can be delayed until February 15. I was told. Thank you ! Just need to know what tax year I’m supposed to report this on my tax return
February 7, 2024
10:11 AM
