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Retirement tax questions
Thank you so much. This is really helpful and I certainly appreciate your thorough and quick response!!
I've input info as you suggested and now hae a designation STMT appearing alongside line 4a and not the Rollover Designation you mentioned. Is that okay?
Also, 1040 line 4b doesn't reflect ALL my 1099-R Div as input on the 1099-R individual entries. I'm unable to change to insure I'm reporting gross distributions. Would appreciate your guidance,
March 16, 2023
1:04 PM