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Retirement tax questions
The only thing I would suggest, is that IF you have your actual 1099-R already, and printed out?
Delete the one in the software, and re-enter it manually from scratch.
But only if you have the actual 1099-R in-hand.
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In the follow-up questions, make sure you indicate it cam from a non-qualified pension plan.
Otherwise, you night have to wait for some more updates later this month.
or
Call Customer Support?:
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 11, 2025
8:09 AM