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Retirement tax questions
Thank you for response. I checked my 2023 return and did confirm the creation of the 1099-R and paid taxes on the 147 gains made in 2023. Should I make any note in my 2024 return that I have previously already did this so that when the IRS gets the 2024 1099-R(PJ) they don't question anything reflexively or will they automatically refer back to my 2023 return and see that I already accounted for this by creating the 1099-R last year and paid on the gains?
‎January 30, 2025
9:16 AM