RobertB4444
Expert Alumni

Get your taxes done using TurboTax

You should just receive the one 1099-R for each of you showing the withdrawal.  As @DavidD66 says you won't need to do anything with those 1099-Rs when you receive them because the numbers will already have been on your 2024 return unless there are taxes withheld.

 

@hshah2026 

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