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Retirement tax questions
No only a 1099R. You don't report dividends or interest, buys or sells in a 401K or IRA. The distribution is taxed as ordinary income and you don't get the dividend or capital gains lower tax on it. That's one of the disadvantages of 401K and IRA. It all comes out at your tax rate.
‎January 13, 2024
11:40 AM
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