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Retirement tax questions
My concern though, is that Primerica is going to issue a 1099-R or something which will indicate the withdrawn amount as an early withdrawl and the IRS will consider the entire withdrawl as subject to tax/penalty. I just want to make sure the way I executed the withdrawl doesn't generate a tax document that shows an incorrect taxable withdral amount. Make sense?
May 2, 2021
6:24 AM