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Retirement tax questions
OK - you are using the desktop version so switch to the forms mode and select the 1099-R form.
At the top of the form is the spouses box checked?
Scroll down to line B7. Is the box 1099-R box 1 that was converted on line B4 and B7?
**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
5:39 PM