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Retirement tax questions
Make sure when you entered your 1099-R's that you designated one as yours and one belonging to your Spouse. This is a common entry error.
If you're using TurboTax Online, close the program, clear your Cache and Cookies and return to that section.
If you're using TurboTax Desktop, in FORMS mode, review the 1099-R Summary to see entries for both you and your spouse.
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‎January 30, 2025
6:24 PM