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Retirement tax questions
Also, is this a joint return? If the 8606 is a 8606-T (Taxpayer) then is the 1099-R for the first listed person on a joint return?
You would see what you are getting if the contribution was made for one spouse and the 1099-R entered for the other spouse.
**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.**
May 3, 2021
5:10 PM