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Retirement tax questions
Your retirement plan has a new administrator which means that there is a new name, EIN and address on the 1099-R. There likely is no change in the amount paid or the taxability of the amount.
It is hard to know without seeing the 1099-R, but if you state that this is the first year, you are likely to arrive at a similar taxable income from this investment as you received last year.
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‎February 5, 2023
8:40 AM
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