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Retirement tax questions
We haven't yet heard what form was provided by the pension plan and, if it was Form 1099-R, what code is present in box 7, whether the IRA/SEP/SIMPLE box is marked. Also, what circumstances make this pension nontaxable?
Note that if all amounts present on line 5 are being treated as fully taxable, line 5a will be blank and line 5b will show the full amount.
‎April 18, 2024
12:01 PM