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Retirement tax questions
Thanks for the super fast reply.
I wasn't given a choice to decline the tax w/h. Since I don't have the 1099-R, I should create a substitute 1099-R to indicate withholding and use the code JP 2021? I don't get why I'll have to do this on 2021 Turbotax as well (and not just 2020).
I really appreciate the help!
‎April 20, 2021
5:15 AM