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HI

 

The reference to Section 13 of the 1099-R is the 1099-R worksheet visible when using the forms view rather than step by step in TT2024 desktop for windows.  1040 4a shows Box 1 amount on the from the 1099-R. 1040 Line 4b shows the Box 2 amount on the from the 1099-R less the QCD amount.

 

Vheers

 

Joe