I had a distribution from my 401k in December of 2023, with 20% for federal taxes taken out at the time of distribution. I did not receive a 1099-R for this transaction, I did receive a statement showing the amount and the taxes paid. I claimed all of this on my 2023 taxes.
I just received a 1099-R for this transaction showing it as a 2024. I've already claimed this and paid the taxes in 2023.
I have copies of everything and this should also be on Turbo tax for the 2023 return.
Please let me know if additional information is needed.
Thank you,
Gary Potter
