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Retirement tax questions
To help clarify your question and so we can give a more helpful answer: How was your Form 1099-R coded in Box 7? Does Box 2a have an amount? Is the Box checked for IRA/SEP/SIMPLE?
Click here for a description of the Codes for Box 7 of Form 1099-R.
Click here for where to enter your Form 1099-R
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‎February 19, 2024
1:07 PM