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Retirement tax questions
That's what I would think too, but the question when doing taxes is not clear. It says "Did you get a 1099-R IN 2021?" not "FOR 2021?", which I think it should be changed to. I even called the funds company who said that my form was sent early this year (what I thought) and that the form would be used for next year's taxes. Color me more confused......
‎October 17, 2022
2:07 PM