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Retirement tax questions
I double checked each of the items you noted, both on the 1099-R and as entered in TurboTax. 2a amount equals line 1, distribution code is 2, taxable not determined and IRA/SEP/SIMPLE are marked. Note that 2b Total distribution is also marked.
I hope there is a solution to this, but in the event that I can not, would it be an acceptable answer to mail the forms and include an 8606 with the missing lines completed?
Thank you very much.
March 6, 2022
7:54 AM