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Retirement tax questions
If the funds were withdrawn in 2025 and you are age 55 in 2025 then the rule applies. Your plan administrator should be able to tell you when the funds are actually withdrawn, so if that occurs in Jan/Feb 2025 you will receive a 2025 Form 1099-R from the plan administrator in January of 2026 to be reported on your 2025 return.
‎July 9, 2024
7:20 AM