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Retirement tax questions
Did you ever figure it out?
One option is to delete the 1099-R and re-enter it manually.
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IF it was a 109-R that transferred from last year (mostly empty)......
IF you don't delete and re-enter it, you may need to deal with it as follows:
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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎April 19, 2023
6:01 AM