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I have a question about my 1099-R. I've been receiving retirement for 7 years (since age 52). How do I answer the question "Did I take the money out before 59 1/2'?
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June 6, 2019
9:19 AM
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Retirement tax questions
You would answer that question as no, unless you had turned 59 years, 6 months and 1 day old before the end of 2017.
That question only applies to that Form 1099-R and the money you took out in 2017.
June 6, 2019
9:19 AM