dmertz
Level 15

Retirement tax questions

The amount shown in box 2a of this Form 1099-R is includible in income and subject early-distribution penalty on your 2017 tax return.  If any amount is shown in box 4, this Form 1099-R is also reportable on your 2018 tax return because the tax withholding applies to 2018, not to 2017.

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