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Retirement tax questions
Yeah...I'm never quite clear on the why for that.
My two pension 1099-R forms from Fidelity never have the distribution box filled in, even though both have NC taxes withheld. When I go thru the software though, TTX backfills box 16 with the same value as box 2a (a valid Box 2a value is defined for both forms).
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 1, 2023
5:07 PM