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Retirement tax questions
@TomD8 wrote:
If you receive a 20211099-R for your IRA distribution, the distribution will be taxable in 2021. The IRS goes by the date printed on the 1099-R.
I suspect the taxpayer requested a withdrawal in 2021 and is concerned it will be reported as occurring in 2022.
January 5, 2022
8:27 AM