- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If you wife is under 59 1/2 then you will have to go back all the way to 2001 to figure out her net contributions prior to 2024.
If you wife is over 59 1/2 then this distribution is a Qualified Distribution and not taxable. Her Form 1099-R should have code T or Q and you can ignore the net contribution prior to 2024 question.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 31, 2025
9:30 AM