- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Just be aware that if you file your 2025 taxes and report the 1099-R as a rollover, and then fail to make the return deposit within 60 days in 2026, the transaction will count as a taxable withdrawal for 2025 and you would have to report it as such (amending your return if necessary) and pay tax plus a 10% penalty if you are under age 59-1/2 (or possibly age 55 for the 401k, depending on circumstances.)
‎September 12, 2025
11:51 AM