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Abbreviated 1099-R Information doesn't work
I withdrew the bulk of my Retirement Account. I received a very simple 1099-R, which has Box 1, Box 2a with the same information, an X in Box 2B, and the Federal Income Tax withheld in Table 4. Distribution code in Line 7 has 7, IRA/SEP/Simple has an X. The rest of the form is blank, or shows zeros. Trying to follow directions in TurboTax Desktop doesn't work.
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‎October 5, 2025
9:39 AM