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Retirement tax questions
@samchou, @SamS1 SamS1 has good advice. As for your particular steps, they seem fine. However, I do not recall exactly what I had to do w/ my W-2s. The adjustments I had to make in general were the ones necessary to reflect reality (ie, override TurboTax's limitations). I will warn that I did this for FY 2019. Best of luck.
‎April 4, 2021
6:36 PM