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Retirement tax questions
Yes, I was worried that the earnings my over contribution which was also withdrawn this year will not be taxed this year. So I really don't need to submit a substitute 1099-R and just wait for next year's (2025) tax filing for the actual 1099-R from my plan administrator issuance of it and have it reported on my 2025 tax returns. That makes it easier then. Thanks.
March 8, 2025
8:23 AM