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Retirement tax questions
Do you have the actual copies of the 1099R forms? There is a little IRA box between boxes 7&8 that is checked if it is for a IRA which determines which line 4 or 5 it goes on. You shouldn't have the same amount on both lines 4 and 5. If their return has one 1099R on both lines you better double check with them why.
‎September 1, 2024
10:05 PM