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Retirement tax questions
Whether checking that box changes your tax return depends on what amount of your 1099-R income is considered taxable.
If your box 2 a amount is your taxable amount, your federal return won't change just because you checked that box.
Please clarify your question, what did you expect to change based on checking the qualified box? If this is related to your state return, please let us know which state you are filing.
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‎February 10, 2023
9:31 AM