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Retirement tax questions
Thanks @fanfare . The amount shown in boxes 1 and 2a is $366. The amount I actually received is $3439 and no taxes were withheld. I suspect the 1099-R is wrong unless there is another way to show the full distribution. Would the 1099-R typically show the full distribution when an IRA is distributed to the beneficiary following the account holders death?
‎April 12, 2024
10:22 AM