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Retirement tax questions
All income should be reported to the IRS, and they do have a copy of that 1099-R. Are you over 59 1/2 and have you had the ROTH for over 5 years? If you can answer yes to both questions it will not change your tax return. If either of them is not true you will have to amend your return.
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ā€ˇFebruary 12, 2020
2:42 PM