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Retirement tax questions
If your Form 1099-R has a code of 1 in box 7 and you have entered the Form 1099-R. You will go through several screens after entering the 1099-R. One of the last screens will be labeled These Situations May Lower Your Tax Bill. Enter the amount of your medical expenses, if applicable, in the box labeled - Medical Expenses (in excess of 7.5% of AGI)
‎January 29, 2024
8:05 AM