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Retirement tax questions
First, thank you so much for taking the time to read my case.
To answer your question:
The original 1099-R had $190,000 (rounded) in box 1, had $0 in box 2a, code in box 7 was G.
I then received two 'duplicate' 1099-R : one with $185,400 in box 1, $0 in box 2a, G as code in box 7, and another (also coded 'duplicate') with $4,600 in box 1, $4,600 in box 2a, $0 in box 4, and code E in box 7.
I hope this helps.
Thank you very much for sharing your knowledge.
Andrea
‎January 1, 2025
6:22 PM