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Retirement tax questions
I am doing taxes for a friend. She has CSA 1099R as a disability retirement. Taxable amount is UNKNOWN. There is amount in Box 9b. I asked her to inquire from previous preparer as to the tax free amount previously recovered. She was told to subtract Box 1 from Box 9b. How can I calculate this number if the preparer won't provide it?
May 28, 2020
1:18 PM