JamesG1
Expert Alumni

Retirement tax questions

Your retirement plan has a new administrator which means that there is a new name, EIN and address on the 1099-R.  There likely is no change in the amount paid or the taxability of the amount.

 

It is hard to know without seeing the 1099-R, but if you state that this is the first year, you are likely to arrive at a similar taxable income from this investment as you received last year.

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