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Deductions & credits
After taking another a look at your token file and focusing on the 1099-R forms with a number in box 5, I noticed that the taxpayer 1099-R is marked as a CSA 1099-R, but the spouse 1099-R is not. Please clarify if they are both the same type of form or if only one CSA 1099-R.
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March 12, 2025
8:10 AM