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Retirement tax questions
The question is misleading. It's really asking if this is the first year you received regular (periodic) payments from this retirement annuity or defined benefit plan. Since you received payments from this plan prior to to 2022, regardless of who was named as the payer, indicate that this is not the first year you received these payments. (If you did a pension buyout of the Macy's pension, the answer might be different.)
‎February 5, 2023
9:46 AM
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