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After you file
Imports often have errors - did you check the imported information against the paper 1099-R you received to be sure it was correct? Even though imported, you must still answer the associated follow-up questions to determine the taxable amount.
Exactly what did the letter say was wrong? What did they change?
**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.**
‎June 19, 2021
2:06 PM