- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You must report the information on your 2024 return, and the earnings attributable are taxable on your 2024 return, even though the actual withdrawal occurred in 2025. This is per the regulations and form instructions.
You will also report the 1099-R on your 2025 tax return, but it should be coded in such a way that you don't pay tax again on the NIA.
‎February 7, 2025
10:29 AM