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Retirement tax questions
Of course, we can't see your private tax data, but my guess is that you were receiving a refundable tax credit (hence the refund), but when you entered the income on the SSA-1099, this caused you to owe tax because you likely had no withholding on the SSA-1099 (many taxpayers do not).
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‎January 22, 2024
5:25 PM