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Retirement tax questions
I just spoke to Linda at PERS and she said the same thing about TT. She said that to make it correct, I have to file manually. She said that they do not even send a 1099-R to the state tax office. So, I'm wondering if changing the distribution code to a 7 on the state form affects the federal form. If it does, would it cause a red flag and be picked up for an audit with the federal?
March 16, 2021
2:11 PM