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Retirement tax questions
If both Form 1099-R represent the same distribution, then check the forms carefully to be sure that one of them is not marked 'corrected'. There is usually a box at the top of the form that could be checked if it was corrected by the issuer.
If you do have a corrected form, enter only that one into your return.
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‎February 5, 2024
5:55 AM