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Pension Distribution
My husband rolled over into a IRA his retirement from UCI and it was reported on a 1099-R. Box 2a states taxable amount is zero, but on my return it is showing taxable. How do I fix it? Also, there was an error on the disbursement checks and we actually didn't receive the retirement until 2021, but UCI has already reported it in 2020. Is this a problem?
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May 12, 2021
6:52 PM