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Retirement tax questions
I have the CD product and yes, I had already drilled down which is how I saw what rolled into the numbers. I also have true IRA RMD's, so no the amounts are not exactly the same. The box is not checked on my paper 1099R, nor in TT.
The problem now seems to have resolved itself and no longer doubling up. Not sure what changed.
March 26, 2022
9:38 AM