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Retirement tax questions
Leave them all blank.
As I said - unless you *know* what the financial institution is going to put on box 1, 2a and 7 then wait for the real 1099-R to arrive.
And yes, if the real 1099-R is different that will require that you amend.
**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.**
‎April 28, 2021
5:35 PM