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Retirement tax questions
Mr. Cumudgun, Thank you for your helpful post about clergy housing allowance if 2B is not checked on 1099R. Do these instructions still apply if box 2A shows none of the gross distribution is taxable? Copy C of my 1099R has the total gross distribution designated as housing allowance on the bottom left corner of the form (not written in any of the boxes 1-19). Your help would be greatly appreciated. Sincerely, Paula [PII removed]
‎January 30, 2021
11:33 AM