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Retirement tax questions
1. "What was the distribution code on the other two?"
2. "Why do you think that an exception should apply?"
3. "Do one of the exceptions found at this IRS link apply to the other two distributions?"
That is, we could tell you how to make them nontaxable, but we could not do so in good conscience if we didn't know WHY they should be nontaxable.
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‎February 25, 2021
1:03 PM