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Retirement tax questions
I had to do this as my 1099 R had a conversion as well as a rollover. You can correct the first 1099 R after you download it, but the second has to be done manually, else the information is overwritten, with only the last 1099R downloaded. Did this with online advice from TurboTax with them helping on screen.
‎February 29, 2024
5:56 PM