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Retirement tax questions
Thank you. The $7,000 I with drew a few weeks ago will count as earning for 2023, not 2022. I won't need a fake 1099-R for 2022. That $7,000 is simply not being subtracted from my income for 2022, so I am paying taxes on it for 2022. The 1099-R that Fidelity provides me for 2023 will indicate the distribution is not taxable for 2023.
‎February 10, 2023
1:50 PM