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Retirement tax questions
Do either the 2021 or 2022 1099-R's include a value in box 5 Employee contributions?
Do either the 2021 or 2022 1099-R's include Taxable amount not determined checked in box 2b?
You may have needed to perform a simplified method computation for a prior year. If so, someone here will be able to give you directions.
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‎February 8, 2023
3:41 PM