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After you file
won't that cause confusion and possibly dual taxation?
Don't file a tax return that taxes you twice.
There will be no confusion if your 1040-X Part III explanation is clear and complete
I forgot you have 2023 withholding
we discussed this above at 05-13-2024 2:00 AM
As we also discussed, if you wait for the 1099-R, the e-File window will have closed.
So that's a decision you'll have to make.
May 23, 2024
6:19 AM