SteamTrain
Level 15
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Retirement tax questions

No.  IRA distributions are not eligible for the Bailey Settlement selection.

 

Only your actual DFAS 1099-R, and a DFAS 1099-R is not an IRA.

An IRA is an entirely separate personal account.

 

@Pirate6BR 

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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