- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Dmertz,
thank you so much for taking the time to share your opinion.
Re-reading the short instructions from the 401k custodian that came with the duplicate/corrected 1099-Rs, I read:
"....if you already rolled over this amount to your IRA, you should withdraw the amount plus any earnings as an excess IRA contribution".
Do you think that I should do that and then include the earnings as 'Other taxable Income" for 2023?
thank you thank you
Andrea
‎January 3, 2025
10:55 AM