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Retirement tax questions
Thanks for the response! It shows a 1B code which makes it sound like this was a distribution to me. The software is telling me I might need to pay taxes on it. This doesn't seem quite right, is the distribution code correct? Fidelity told me to consult a CPA and that it's correct but this wasn't a distribution or money I received in my pocket to count as income.
‎January 12, 2024
11:42 PM