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Retirement tax questions
Huh? The 1099R will ADD to your other income and you will be taxed on your total income. Then the withholding is subtracted. So you may end up owing more tax due or you may get a refund. Only way to find out is to fill out your tax return with all your W2 and 1099 income. You don't get any of the 1099R amounts back.
‎January 16, 2023
3:04 PM