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Retirement tax questions
The distribution definitely exceeds the basis so there is a capital gain event. I am just not clear if this goes in the partnership section of income or if it is part of a dividend distribution or something else - i did not receive a 1099 or a K1 from the employer so it is unclear to me. I appreciate any thoughts or guidance folks have on this question.
‎February 27, 2022
2:27 PM