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My wife has a 1099-R but it is something I have to ask my accountant before anything is changed. This is confusing? I tried to add the 1099-R but this is now confused.
She had an annuity, TIAA, that is being cashed out. One more withdrawal made in 2020 will complete it. I am confused about how to apply it, it is not to be taxed?
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‎July 18, 2020
2:46 PM