No. Please seek advise from a professional tax adviser or the Internal Revenue Service.
January 27, 2017
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January 27, 2017
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Comments Off on I received two 1099-R forms because I turned 59-1/2 during the tax year. Why—and what does this mean?
I received two 1099-R forms because I turned 59-1/2 during the tax year. Why—and what does this mean?
In the tax year in which you turn 59-1/2, you will receive two 1099–R forms from us, as the IRS requires that we identify and distinguish between payments that are made to you when you are under age 59-1/2, and … Continue reading