@OzzieX20 wrote:
Much appreciated macuser_22! Everything seems to be falling in line here.
I apologize, but forgot to ask - what is the expectation for line 4a as far as the amount?
Best regards,
Ozzie
Line 4a should be the 1099-R box 1 amount.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
