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Retirement tax questions
No. What was withheld was not backup withholding, so it is not to be reported in box 13 with code B. See What is backup withholding:
https://www.irs.gov/businesses/small-businesses-self-employed/backup-withholding
Also, not being able to pass through the credit for the tax withholding does nothing to invalidate the amount of DNI shown on the Form 1041.
‎February 21, 2024
3:26 PM
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