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Retirement tax questions
With no box 5, you will have to confirm with the issuer of the 1099-R that $761 was actually deducted from the pension distribution. If yes, was $761 subtracted from the box 1 or box 2a amount? If no, then you will have to manually enter this $761 as a medical deduction on Schedule A.
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‎February 3, 2025
1:55 PM