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I received a distribution from a pension plan and/or an IRA that was reported to me on Form 1099-R. How do I know if it is taxable?

April 26, 2017distribution form IRA pension plan received reported taxable

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I received a distribution from a pension plan and/or an IRA that was reported to me on Form 1099-R. How do I know if it is taxable?

1 Answer

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Click here for a PDF document containing the pension and retirement benefit taxability rules.