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Retirement tax questions
The question states: "My 1099R is from my pension payments NOT IRA". The box 7 shows code 7, but check box is not checked. Why the system asks if I have qualified plan? And how should I reply? When I replied "Qualified", the program asks if it is RMD. Again, my income is not an IRA, but the government retirement bonus system. Should I enter this form in different section?
Thanks
‎February 6, 2024
9:33 AM