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Retirement tax questions
What code is in box 7 on the 1099R? I think you can just enter it. After you enter the 1099R it will ask what you did with the money. Say you rolled it over or moved it to another account and put in that amount. And keep going it should also ask if all or part of it was the RMD. I'll page someone who knows a lot more, @dmertz
‎February 9, 2023
7:10 AM