jtax
Level 10

Retirement tax questions

Sorry. my mistake for not reading more carefully. If the checks were issued in 2024, you received them in 2024, and you did not get a 2023 1099-R for them, then I would say yes, nothing goes on your 2023 return for them. You should get a 1099-R for 2024 (in early 2025). 

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