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Get your taxes done using TurboTax
Follow these steps:
- go back to the Federal Income section,
- locate your 1099-R forms,
- select edit.
- add on to the name of the payer. The IRS looks at several factors and a little note for yourself at the end won't hurt at all. Here is an example I did for what I think you want to do.
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March 14, 2024
4:54 PM