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Retirement tax questions
Thanks! Very helpful. I did see the Turbo Tax guidance which states that entering a 1099-R is necessary to trigger the questions. Since the withdrawal was in 2020, the related 1099-R is from 2020. No 2021 1099-R. Does Turbo Tax import the info from 2020 file? That should be considered for the Turbo Tax update. Looks like it may not be compatible for e-file anyway.
‎January 25, 2022
1:31 PM