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Retirement tax questions
Thank you for your response. I assumed that since they issued the payment if Feb, they would not have been able to issue a 1099 in Jan. They also had suggested that my wife go collect for prior years and had mentioned a possible need to amend returns for those years. This is what made me believe that this might affect 2020. However, as you suggested, I will ask them and react accordingly. Thank you, again.
March 2, 2021
7:53 PM