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Retirement tax questions
Bill,
What a great help! Thanks for walking me through this. I was follow along as you directed and to even see my 1040. However, line 5a shows my full pension amount as per my 1099-R and not the $3K deduction. My refund amount does not reflect the $3K either, so I am not sure what else I could do. Thank you again @BillM223
‎January 19, 2024
1:12 PM