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Retirement tax questions
In the year I turned 59.5, my pension issued two 1099-R forms.
One detailing just the before 59.5 $$ and a code 2....and a second one with just the after 59.5 $$ and a code 7. I would hope your pension does similar to make it perfectly clear. I suspect that they are required to do it that way.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎December 17, 2019
5:25 AM
3,781 Views