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Retirement tax questions
Thanks, macuser_22! Yes, I now see on the left, typed sideways that this is a CSF 1099R. I had chosen normal 1099-R incorrectly. I think I'm on the right path now. Thanks for the help! (And wouldn't it be helpful if this were listed as Form: CSF 1099-R in the upper right where is only says Form: 1099-R?)
‎June 27, 2020
12:23 PM