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Retirement tax questions
Thank you!
To follow up on #2,
2) To clarify, you requested to withdraw $1,500 but you only received $1,400?
You might have to check with your custodian.
- The custodian sent us $1500 in June of 2024, and in the 1099-R we received this year it shows that $1400 was the Roth 401(K) contribution withdraw, and $100 is the earning that is taxable.
‎April 2, 2025
9:15 PM