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Retirement tax questions
You could do it as substitute Forms 1099-R (Forms 4852) but that would prevent you from e-filing and I doubt that it's necessary to do so. The IRS Automated Underreporter System mainly looks at totals and the totals in your case with splitting the Form 1099-R would match.
‎January 27, 2021
5:31 PM
1,583 Views