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February 6, 2025
Question

Can we Special Average money on 1099R for funds saved by spouse monthly while employed? Employer didn't contribute on the account.

  • February 6, 2025
  • 1 reply
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    1 reply

    JohnB5677
    February 6, 2025

    Please clarify your question.

     

    • Did your wife get a 1099-R?
    • What do you mean by Special Average?
    • Is your wife still contributing to a retirement plan?
    • How does that tie int the 1099-R?

    Please contact us again to provide some additional details. or with any additional questions.

     

     

     

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