Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made from your IRA during 2024, your IRA custodian must send you a Form 1099-R ...
Every January, anyone who took money out of a retirement account the year before gets a Form 1099-R. Most people check the dollar figure in Box 1 and file the form away. The detail that matters more ...
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