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Retirement tax questions
Medical premiums paid is totally different than medical expenses(which has > 7.5% AGI test).
I checked with Turbo tax expert. If the 1099-R has 2 code then nothing else is needed out here.
IRS is not checking it any further. It all depends how the company(which holds your IRA) described in the 1099-R
‎February 11, 2024
7:52 AM