https://ttlc.intuit.com/community/taxes/discussion/what-year-to-pay-the-taxes-on-my-roth-ira-withdraw/01/3173304#M1185591 <UL><LI>On December 29 2023 I called Fidelity investments to have all my money withdrawn from my Roth IRA account. They did not take taxes out and I did not receive the money till January 2, 2024. &nbsp;What year do I need to pay the penalty or report this? Do &nbsp;I report it in 2023 or wait till 2024 tax year? &nbsp;I have not received a 1099R either but I know that they can be delayed until February 15. I was told. Thank you ! Just need to know what tax year I’m supposed to report this on my tax return</LI></UL> Wed, 11 Feb 2026 04:12:35 GMT BEAR4444 2026-02-11T04:12:35Z https://ttlc.intuit.com/community/taxes/discussion/what-year-to-pay-the-taxes-on-my-roth-ira-withdraw/01/3173304#M1185591 <UL><LI>On December 29 2023 I called Fidelity investments to have all my money withdrawn from my Roth IRA account. They did not take taxes out and I did not receive the money till January 2, 2024. &nbsp;What year do I need to pay the penalty or report this? Do &nbsp;I report it in 2023 or wait till 2024 tax year? &nbsp;I have not received a 1099R either but I know that they can be delayed until February 15. I was told. Thank you ! Just need to know what tax year I’m supposed to report this on my tax return</LI></UL> Wed, 11 Feb 2026 04:12:35 GMT https://ttlc.intuit.com/community/taxes/discussion/what-year-to-pay-the-taxes-on-my-roth-ira-withdraw/01/3173304#M1185591 BEAR4444 2026-02-11T04:12:35Z https://ttlc.intuit.com/community/taxes/discussion/re-what-year-to-pay-the-taxes-on-my-roth-ira-withdraw/01/3173311#M1185592 <P>Depends on the 1099R . &nbsp;Wait and see if you get one for 2023. &nbsp;</P> Wed, 07 Feb 2024 18:12:16 GMT https://ttlc.intuit.com/community/taxes/discussion/re-what-year-to-pay-the-taxes-on-my-roth-ira-withdraw/01/3173311#M1185592 VolvoGirl 2024-02-07T18:12:16Z