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Retirement tax questions
Something similar happened to me. We downloaded two 1099Rs from Schwab for IRA distributions, for two different accounts. One of them looks like it entered correctly, as an IRA distribution. The other one is added in twice, once as an IRA distribution (correct) and once as part of pensions and annuities (incorrect). How can I fix that? Brute force would be to delete the downloaded 1099 from Schwab and enter the information by hand. Any better fix?
‎February 21, 2022
1:02 PM