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Retirement tax questions
I'm in a similar situation. If I entered the 1099-R already do I then say "No" to the question "Did XXX have any distributions from a retirement plan after 2016 and before the due date of your 2019 return?" under the "Credit for Retirement Savings Contributions" section? It sounds like that's what you are saying but I want to be sure.
Thank you!
‎August 4, 2020
5:57 PM