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Retirement tax questions
I just tested this in the 2019 software and it behaves exactally the same for a CSF-1099-R. It auto-fills box 2a with the box 1 amount but calculated the tax properly with the simplified method.
So this is not new.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 19, 2021
4:16 PM