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Retirement tax questions
Do not enter anything on the Form 1099-R for the retirement income until you actually receive the Form 1099-R from the plan administrator. The 1099-R is normally issued during the month of January for the income received in the prior year.
Unless the retiree submitted a State withholding certificate to the plan administrator for the state where they currently reside, there will not be any state income taxes withheld from the retirement income.
‎January 1, 2023
9:04 AM
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