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Retirement tax questions
Thank you, Susan. I will send a diagnostic file later today.
More info: The $1,820.90 ($1,821) figure shows for each of us in/on block/line #5 of the Forms View for 'Distributions from Pensions, IRAs, etc' for our individual 1099-Rs from the Office of Personnel Management. So again, why isn't that number being shown for my spouse on the 'Medical Worksheet and 1099-R Summary forms'?
Thanks again!
‎February 11, 2025
8:55 AM