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Retirement tax questions
The ordinary distribution that you received in January 2025 will be reportable on your 2025 tax return, not on your 2024 tax return. This distribution is independent of the rollover reported on the code-G 2024 Form 1099-R.
The code-G Form 1099-R is reportable on your 2024 tax return as you have already done.
‎April 15, 2025
6:36 PM