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Retirement tax questions
Since I withdrew last year, would I receive the form 1099-R this year like I would my W-2 for earnings last year? Also do I have to file anything to make up for a lack of past reporting? My account statement says it opened in December of 2017 (which means I had my 401k in 2016 and likely before). Also I've got a Form 5498 (that came with the check) telling me what the rollover contributions were and what the fair market value of the account was.
‎January 22, 2020
5:58 PM