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Retirement tax questions
@Opus 17 Are you sure about this schedule for income from a 401K? I question it because I don't ever remember when doing my taxes any calculation based on when an IRA distribution was received. The 1099-R does not have a date on it. How would the IRS know what quarter the distribution was made? I'm not an expert which is why I asked you guys but I'm wondering it the schedule shown is only for self employed etc.
‎November 9, 2023
5:50 PM