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Retirement tax questions
I think so. He kept every scrap of paper ever! I copied the 2020 things that he had in the folder. There were no federal taxes withheld for either. I’m assuming the 2017-2019 years were the same. I was worried about the 1099-R form to the IRS for the conversions. although they show taxable amounts but have an X by taxable amount not determined.
July 13, 2021
7:08 PM