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Retirement tax questions
it depends. If you are annualizing your income to avoid an estimated tax penalty, then you need to file Form 2210A1. If you are itemizing your deductions, then you will prorate those deductions that occur between 1/1/20-3/31/2020 in Box 4a You may be asked to enter information for 4B and 4C. If you are claiming the standard deduction, put a 0.
[Edited 03-16-2021|04:17 PM PST]
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March 16, 2021
4:36 PM