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Retirement tax questions
Thanks @DanaB27. That's helpful.
Should I also check the “IRA/SIMPLE/SEP” box in the 1099-R?
Also, to confirm, when I file my 2021 taxes, I should ignore 1099-R unless there’s withholding. By ignoring 1099-R, you mean I should also answer “no” to the question in the image below next year? (It should say 2021 and 2020 respectively)
February 7, 2021
12:39 PM