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Retirement tax questions
@dbis The Form 1099-R has been updated, but not all institutions are using the updated form.
Just match the info on your 1099-R to the box descriptions in TurboTax and you should be fine.
Make sure you are entering in the correct area for your 1099-R.
Click this link for more info on 1099-R Info does not Match TurboTax Input.
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‎February 23, 2021
2:18 PM