- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
"TDAmeritrade/Schwab will issue a 1099-R for the distribution that I will take during 2023."
I assume that you mean 2024. We are several months past 2023.
Everything else is correct.
March 20, 2024
5:50 PM