topic I withdrew money from an IRA, paid federal tax. Meant for 2023 but the transaction didn't happen until 1-4-2024. Can I include the tax paid in 2023 tax return? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/i-withdrew-money-from-an-ira-paid-federal-tax-meant-for-2023-but-the-transaction-didn-t-happen-until/01/3146587#M208006 The traditional IRA was a rollover from years ago. I withdrew the money and paid federal tax at that time. Tue, 10 Feb 2026 09:21:25 GMT DrOldGuy 2026-02-10T09:21:25Z I withdrew money from an IRA, paid federal tax. Meant for 2023 but the transaction didn't happen until 1-4-2024. Can I include the tax paid in 2023 tax return? https://ttlc.intuit.com/community/retirement/discussion/i-withdrew-money-from-an-ira-paid-federal-tax-meant-for-2023-but-the-transaction-didn-t-happen-until/01/3146587#M208006 The traditional IRA was a rollover from years ago. I withdrew the money and paid federal tax at that time. Tue, 10 Feb 2026 09:21:25 GMT https://ttlc.intuit.com/community/retirement/discussion/i-withdrew-money-from-an-ira-paid-federal-tax-meant-for-2023-but-the-transaction-didn-t-happen-until/01/3146587#M208006 DrOldGuy 2026-02-10T09:21:25Z Re: I withdrew money from an IRA, paid federal tax. Meant for 2023 but the transaction didn't happen until 1-4-2024. Can I include the tax paid in 2023 tax return? https://ttlc.intuit.com/community/retirement/discussion/re-i-withdrew-money-from-an-ira-paid-federal-tax-meant-for-2023-but-the-transaction-didn-t-happen/01/3146593#M208007 <P>If the funds were not distributed until 2024 then you will not receive a Form 1099-R for the distribution until next year in 2025.&nbsp; It would be reported on your 2024 tax return along with the federal taxes withheld.</P> Sat, 27 Jan 2024 22:07:06 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-withdrew-money-from-an-ira-paid-federal-tax-meant-for-2023-but-the-transaction-didn-t-happen/01/3146593#M208007 DoninGA 2024-01-27T22:07:06Z Re: I withdrew money from an IRA, paid federal tax. Meant for 2023 but the transaction didn't happen until 1-4-2024. Can I include the tax paid in 2023 tax return? https://ttlc.intuit.com/community/retirement/discussion/re-i-withdrew-money-from-an-ira-paid-federal-tax-meant-for-2023-but-the-transaction-didn-t-happen/01/3146596#M208008 <P>Thank you for the very quick reply!</P> Sat, 27 Jan 2024 22:08:31 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-withdrew-money-from-an-ira-paid-federal-tax-meant-for-2023-but-the-transaction-didn-t-happen/01/3146596#M208008 DrOldGuy 2024-01-27T22:08:31Z