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Retirement tax questions
See this thread
Retirement Distribution Done but STILL shows as income
You can go into Tools and delete the 1099R and 8915 form that transferred over. Or you can start over without transferring.
Also look for form 8915. Did you have a distribution back in 2020 that was spread over 3 years? Those have been transferring over like a 4th year.
‎January 16, 2024
4:54 PM