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Retirement tax questions
Revisit the entry of your Form 1099-R.
Because you reach age 59 1/2 during the tax year, after the entry of Form 1099-R, TurboTax will ask Let's check ... did you withdraw this retirement early? (see screenshot attached), to which you should answer NO.
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March 18, 2024
8:17 AM
1,223 Views