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Retirement tax questions
That seems to be the best option for resolving it. I was worried if I change the 1099-R fields it wouldn't match what the IRS received - but this is the correct interpretation of what happened so I think I will change the 2b box from $2005 to $5 manually and provide the explanation that you mention. Thanks for all the help folks!!!
ā€ˇFebruary 2, 2023
11:39 AM