DaveF1006
Expert Alumni

Retirement tax questions

It depends.  Did you report a $4500 distribution or $6000?  If you only reported $4500, then there is a deficit of $1500 that still need need to be withdrawn.   Report the full amount of $6000.  Did your 1099R only list $4500 or the full amount?

 

@rlsiegel78 

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