AnnetteB6
Expert Alumni

State tax filing

The date is correct.  

 

The total value of the IRA accounts as of December 31, 2024 is needed because you are reporting a 2024 distribution amount.  

 

See the worksheet in the following IRS Publication 590-B to learn more about the calculation that is used to determine the taxable amount of the distribution.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post