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Get your taxes done using TurboTax
We pulled back the funds right away - they were supposed to be turned off at the start of the year, but there must have been some miscommunication between the fund and our financial planner because they weren't.
I did compare our AGI both WITH the 1099-R entered and without - it didn't change, so I don't think Turbo Tax is counting it as taxable income.
March 30, 2020
7:19 AM