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Retirement tax questions
Then forget the last part of the answer below for the 2nd 1099-R that you do not have. You *cannot* report the Roth distribution on your 2016 tax return if it took place in 2017. You will report that next year in 2018 after you receive the 1099-R for that distribution.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
May 31, 2019
10:08 PM