Retirement tax questions

@oct0254 Please edit your post and REMOVE all personal information.  This is a public forum and hackers and spammers anywhere in the world can use that information.

 

The financial institution  that holds your retirement account sends 1099-R's and they have until Jan 31 to do so.

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**