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Retirement tax questions
Thanks for the response...that is very helpful. One follow-up question...so when I am prompted by Turbo Tax to enter the amount of the SEPP distribution, am I entering the monthly amount that I am receiving? Or am I to enter the annual amount from the SEPP calculation? Or the amount that I received during the particular tax year that would match what is being reported on that 1099-R?
‎July 26, 2023
5:35 PM