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Retirement tax questions
In fact, the payer should have left box 9a blank. Box 9a is only to be populated when there are multiple beneficiaries and the distribution is a total distribution. A zero in box 9a is nonsensical because it implies that you received no portion of the distribution. If you in fact received no part of the distribution, you would not have received this Form 1099-R at all.
‎September 25, 2023
5:13 PM
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