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Retirement tax questions
This will be my first time filing with a 1099-R. I withdrew money and qualify for the covid disaster tax break. However, I'm confused as to how I can claim this over 3 years. Is this done with the form we are awaiting from the IRS that will allow me to do so? Currently my 1099-R has the same value listed for boxes 1 and 2a. I assume I should not change the value in 2a to reflect 1/3 of the total income? Please help!
‎February 1, 2021
10:57 PM