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Retirement tax questions
just report one 1099R from both 1099R's. The only information that will be different will be the state information in Boxes 14-16, which need to be reported separately. There will be extra boxes for reporting the two states.
Box 9A should be blank. I am not sure why it is defaulting to 0.00. Try consolidating the 1099R into one form and see if this clears the error.
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‎April 10, 2023
2:30 PM