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Get your taxes done using TurboTax
@AnnetteB6 Well thank you very much for the explanation. I was not aware of this at all, unfortunately.
And yes, it doesn't change anything using the 7 code for box 7, to reflect our actual 1099-Rs. But is there any other reason to look into whether that's actually correct? TurboTax seems convinced that it shouldn't be a 7.
‎April 3, 2023
7:19 AM