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Retirement tax questions
I followed the exact steps you noted prior to posting question. It indicated no further info is needed. One source is pension of periodic payments that started in a prior year. Another source is RMD distribution. On the Changes to Income under Subtractions from Federal : Pension and Annuity Exclusion it does not show $20,000 as it has in previous years. I once again reviewed the Federal section for accuracy of information entered and all info matches the 1099-Rs.
‎January 30, 2025
1:44 PM