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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.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎April 1, 2025
1:22 PM