Thank you!You'll receive a Form 1099-R from Dodge & Cox in 2025 to file with your 2024 taxes, and they'll also report the withdrawal to the IRS.But ... do I have to report it? ...
Are you 59.5 years old or older? If you're not, there's a 10% additional tax for an early distribution, unless it's for specific exceptions:
https://www.irs.gov/taxtopics/tc557
Statistics: Posted by Lawrence of Suburbia — Sat Jul 06, 2024 2:14 am — Replies 12 — Views 1342