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Retirement tax questions
But because it came from your 401k account it is a distribution now. You should be getting a 1099R for it. Is the statement say it's the tax form like a 1099 Div or 1099R? How often will you be getting these "dividends"? Better tell them to roll over the dividends instead of sending it to you.
January 16, 2023
2:30 PM