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Get your taxes done using TurboTax
That should not affect anything unless you are averaging a lump-sum payment (such as a lump-sum Social Security Payment) and even then, a lower 2023 income would not make your refund go down.
You also mention adding a 1099-R. Could it be that the addition of the 1099-R is the reason for the change in your tax liability?
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‎February 28, 2025
7:46 AM