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Retirement tax questions
The tax withheld would have been reported on your W-2 form if it isn't reported on the form 1099-R. In any case, the IRS will have a record of it so when you file your tax return they will match it up with what you reported and give you credit for it. So, you won't be double taxed. You can report the withheld tax as an estimated tax payment if you don't get a W-2 form and it's not on the form 1099, but you should get a W-2 form. I suggest you contact your employer and ask about it, it may have been issued but you haven't received it for some reason.
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March 23, 2022
3:32 PM