- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
"Yes, you can file the distribution on your 2022 tax return."
you can't put a distribution on your 2022 return that the custodian dated January 2023.
You missed the deadline.
and yes you must always get a 1099-R which also goes to the IRS.
‎January 25, 2023
12:55 PM