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Retirement tax questions
Ok I think I have this figured out for the most part other than 1 aspect. As far as i can tell I will use the cost recovery method to determine my basis for the distribution. From what i understand PA will not tax up to how much I contributed into the plan and anything over that amount being withdrawn is subject to being taxed. Now the last question I have, do you count employer match contributions along with your contributions or are those not to be considered as "your contributions" and not count in the calculation for the cost recovery method?
‎February 3, 2021
11:29 AM