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Retirement tax questions
Just to clarify once more b/c I'm a dummy please.
Even though this 'should' be a 1099R, but Swiss Life isn't cooperating I can just enter this as other income? I also have to file and FBAR this year since I did own it for a few months. No issues there potentially? Just want ot make sure I'm not screwing this part up along with FBAR reporting which is a royal pain. Thank you again.
‎January 13, 2025
2:20 PM