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@DanaB27 

 

Hi Dana hope you had a good weekend.  I was successful in extending the federal and AZ taxes.  After I get the new tax 1099–R forms, how do I go about submitting my completed and updated tax forms?  Is there a separate procedure?  

Also, I would assume or foresee myself owing less taxes than I paid in the extension as I will have less outstanding recharacterizations.  How does the government give refunds for extensions?  Thanks