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Retirement tax questions
I would verify this with your financial institution but your 2024 Form 1099-R with code P and J should have $2,100 in box 1 and $100 in box 2a. This will have to entered on your 2023 return.
Your 2024 Form 1099-R with code 8 and J should have $620 in box 1 and $20 in box 2a. This will be entered on your 2024 return.
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‎April 6, 2024
9:09 AM