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Retirement tax questions
Thanks - just saw this - same issue - received a 2023 1099-R relating to a 401k class action settlement with the Department of Labor with a prior bank employer - they withheld for both State and Federal - but Box 2 is blank though they took both state and federal withholdings - and while they did take state withholdings in that box, the State is left bank - should I assume it is my state of residence and then your their payee number? Many thanks!
‎January 28, 2024
3:41 PM