DanaB27
Expert Alumni

Retirement tax questions

If you are over 59 1/2 then your distributions are Qualified Distributions and your Form 1099-R should have code T or Q. In this case you can ignore the follow-up question about net contributions prior to 2024.

 

If you are under 59 1/2 then you will have to look through your records to find your net contributions prior to 2024.

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