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Retirement tax questions
one 1099R -- I have other 1099R ( two pensions) but only one for this payor. 5a is for pension/annuities and it is blank but 5b has an amount and 5b is the amount of the two pension 1099R's ... so that makes sense for line 5b and the IRS is not questioning anything related to those two 1099R's / amounts. IRS is all about the one 1099R for the large gross distribution.
‎December 11, 2023
10:14 AM