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Retirement tax questions
Enter the 1099R exactly as shown. The little IRA/SEP/SIMPLE box between boxes 7&8 determines which line it goes on. If that box is checked X it goes in line 4.
No, there is no difference in reporting monthly or one time withdrawals. You will get one 1099R in January for the whole amount you took out in 2024.
‎December 27, 2024
2:59 PM
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