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Retirement tax questions
This is indeed a non-qualified pension and is reported to on a W-2 (NOT 1099R) as it has been for the last 25 years. I see elsewhere that IRS made a change this year to move this to other income and fees. That is all ok so far. However, when data is transferred to my Massachusetts return it ends up doubled because both W-2 data AND other income is transferred. What can I do?
March 10, 2023
1:24 PM