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Retirement tax questions
Ah, now I understand why you have entered two Forms 1099-R. Assuming that use of the Simplified Method was proper on the one from State Street, you'll need to replicate that information on the Northern Trust Form 1099-R by indicating that you received regular payments and that either you need to calculate the taxable amount or in some other way indicate that the amount in box 2a was not the correct taxable amount.
‎January 25, 2021
12:40 PM