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Retirement tax questions
Thank you so much. The overage was $515. Vanguard was contacted and they took out $562. I assume $53 was the gain? So I will get taxed on that amount in January of 2025 with the 1099R? Forgive me if I'm being redundant since I'm pretty naive on these things but I'm learning.
March 23, 2024
4:17 PM