Retirement tax questions


@VolvoGirl wrote:

But if you didn't include the withholding when you replaced the distribution then the withholding itself will become a distribution and taxable.  


That is correct - the withholding is taxable unless replaced.  The TurboTax interview will ask about that.

 

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**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.**