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Retirement tax questions
Are you sure that this is a 401(k)? It's a bit unusual for a 401(k) trustee to be a bank. Follow macuser_22's suggestion to look at the Form 1099-R provided by the payer to see if the IRA/SEP/SIMPLE box is marked. If the IRA/SEP/SIMPLE box is marked, it's an IRA, not a 401(k).
‎July 7, 2020
6:17 PM