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Retirement tax questions
your post is a little confusing.
Sell orders wthin an IRA have no tax consequences. Further did you place that request on 1/31/25 or 1/31/26?
if you meant you requested a DISTRIBUTION on 1.31/26, then you were misinformed as that is a 2026 transaction,
While 2025 CONTRIBUTIONS can occur through 4.15.26, 2025 DISTRIBUTIONS must occur no later than 12.31.25.
2 weeks ago