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Retirement tax questions
You are correct, the screen on the desktop product still says that (I'll check the Online product in a minute). Assume that it reads: "Did you or the pension administrator take money out from the pension...blahblahblah"
That is how you get the $3k deduction/exclusion (sorry, I have to be picky about terminology).
This is how you get TurboTax to give you a correct tax return.
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‎January 31, 2024
10:49 AM