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Get your taxes done using TurboTax
1. Is it possible that this number between 12 & 13 actually belonged in box 11?
2. Is it possible that box 5 has a number for one purpose like "Employee contributions/ Designated Roth contributions" so the health insurance premiums had to get pushed elsewhere?
I have not seen this situation before; you might be best off calling the issuer of the 1099-R and asking just what they meant by this.
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March 7, 2024
4:45 PM