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Retirement tax questions
Do you have a child on your return that was born in 2023 or that you show adopted in 2023?
On your 1099-R, is there an amount in box 2, and are either of the check boxes marked for Taxable amount not determined, or IRA/SIMPLE/SEP?
The question will come up after you finished entering all 1099-R's.

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‎January 15, 2024
1:53 PM