- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I have a 1099-R for 2023, because the $3350 we removed in April 2023 was then cashed out in December 2023 and put in as a cash contribution for 2023 (we did that on April 4, 2024).
I transferred the 1099-R information into Turbo Tax.
Not sure if I have to declare an early distribution from my Roth IRA or anything else.
I have a Capital Gain and that's fine.
The only thing I don't like is amending my 2022 return since I don't want to mess things up even more.
‎April 10, 2024
5:45 AM