Retirement tax questions


@jrpeter2 wrote:

The way I understand your response there should be no difference between the two.  Is that correct?


I did not say that there is no difference "between the two", but here is no "two" to choose from.   ESOP reported oi  a 1099-R can only be reported one way.

**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.**