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Get your taxes done using TurboTax
My data from my broker was 100% correct. I printed out the 1099R and it was perfect. Turbotax read the file incorrectly and filled the form out incorrectly as if the payment was made to New York. I only noticed it because my refund was the exact amount I had paid from my bank account. That was too much of a coincidence so I started looking for my payments and one was missing.
‎February 19, 2023
1:26 PM