Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 4513

Personal Investments • 1099-R not matching distributions

$
0
0
Checked the newly released 2024 1099-R form.

The 1099-R has 62k Gross Distributions, my online download has 54k. No dates are close to the year beg/end cutoffs, so I don't think it's a transaction date issue. Anyone else have this issue?

Statistics: Posted by breeves2245 — Sun Jan 12, 2025 12:35 pm — Replies 5 — Views 319



Viewing all articles
Browse latest Browse all 4513

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>