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Retirement tax questions
Did you have one several years ago that you spread over the 3 years? Those have been transferring into 2023 like a 4th years. See this post for what to delete
https://ttlc.intuit.com/community/retirement/discussion/i-took-a-401k-wd-in-2019-then-spread-it-over...
You can go into Tools and delete the 1099R and 8915 form that transferred over.
‎February 12, 2024
8:00 AM