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Retirement tax questions
apparently, IRS asks funds to send only one 1099-R if possible.
now, if the tax free amount is different from the total, the worksheet does NOT allow a different entry. The WS wants to treat either the whole or nothing as a deductible, which is INCONSISTENT with reality
I hear no answer and no help from TURBOTAX.
March 21, 2023
8:11 AM