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Retirement tax questions
Assuming you are talking about 2025 taxes, for the withdrawal done in 2025......You will be issued a 1099-R form, usually in mid-late January of 2026 for that withdrawal.
You will enter the data from the various boxes in that 1099-R form, into the Retirement Income section of the software. The total amount of those distribution $$ (gross amount before withholding), and then also the withholding amount (along with various other boxes on that form) will be entered as a part of the data on that 1099-R form. Thus the withholding done will be credited as having been paid after you are done entering that form into the software.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎December 5, 2025
4:25 AM