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Get your taxes done using TurboTax
If the custodian made an adjustment of state Tax in both accounts at your request, your 1099-R will reflect all distributions.
You have to attach an explanation of the final result on your tax return.
Generally , the advice is to include dates and amounts.
You can't explain it to the IRS if you don't understand it yourself.
May 14, 2024
6:59 AM