tta
Level 3

Retirement tax questions

@dmertz The 2024 Form 1099 SA (to be received next year) will certainly show $415 as Gross Distribution. Will I have to include that form in next year tax return calculation? Would you know how TurboTax will react when it sees $415 in the 2024 Form 1099 SA if I declare to have withdrawn $413 now? By the way, thank you so much for your time and effort to help here.