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What year to pay the taxes on my Roth IRA withdraw

  • On December 29 2023 I called Fidelity investments to have all my money withdrawn from my Roth IRA account.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.  What year do I need to pay the penalty or report this? Do  I report it in 2023 or wait till 2024 tax year?  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
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What year to pay the taxes on my Roth IRA withdraw

Depends on the 1099R .  Wait and see if you get one for 2023.  

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