RobertB4444
Expert Alumni

Get your taxes done using TurboTax

You can really do either.  As long as the income is reported on the 2024 return so that you can show that the money was pulled before the due date of the return.  Obviously, I am partial to the 1099-R method but @MinhT1 's way gets the job done as well.

 

@Isugrads 

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