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Retirement tax questions
thank you! It keeps asking me if I entered my numbers correctly for the Form 1099-R. My gross distribution was $2,861.53. But my taxable amount was only $461.53. Does that sound correct? We caught the excess contribution early and I think that's why the taxable amount was so low. (because the extra $2400 in contributions had very little time to earn interest this passed year (2024).
‎February 4, 2025
6:31 PM