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Retirement tax questions
Yes, have same name and SS number but have different benefits amounts.
Benefit amount different by approx. $2,000.
Second form does not have a date or an indication of a correction.
Have never seen an official form without a date; or a Correction Form without a Correction indication; neither have CPAs or Professional Prepares that I have asked.
Is the 2nd. form valid?
If so, which form do I use?
Must amounts be added together?
March 18, 2024
2:04 PM