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Retirement tax questions
chuck42, if no taxes were actually withheld, you must obtain a corrected Form 1099-R from the broker.
However, are you sure that no taxes were withheld? If the same broker also holds the non-retirement account into which the original distribution was deposited, perhaps the broker replaced the amount withheld for taxes using other money that was in the non-retirement account and the withholding was actually sent to the Treasury.
March 14, 2021
3:30 PM