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Retirement tax questions
I really appreciate you taking the time to get back to me! I'm about 99% certain that this IS a 1099-R. It's comprised of three separate sheets of paper - identified as Copy B, Copy C, and Copy 2. They're all identical and they each show the same information - with two rows on each.
The first row has a larger amount - and is listed as Distribution Code 4 with the IRA/SEP/SIMPLE box checked. It is also the only listing that has a Taxable Amount in Column (2a).
The second row is listed as Distribution Code T and the IRA/SEP/SIMPLE box is unchecked. Even though there's nothing listed in the Taxable Amount Column (2a), there WAS Federal Income Tax withheld.
I appreciate any further help anyone can offer on this!
THANKS!
‎February 9, 2025
4:26 PM