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Retirement tax questions
This is one (the only?) issue being worked on for the RMD part of the 1099-R section - "Why am I getting an RMD distribution amount error?" I encourage you to sign up for the updates.
I can't be sure that this is your issue, but it is a project being worked on in the 1099-R area.
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‎February 13, 2025
8:03 AM