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Retirement tax questions
Hello,
I now have a slightly better understanding of what you are saying but am still just not at the point of omitting the Form 1099-R even if the impact is nil. My wife, on the other hand, says to omit it and move on because we are "just small fish in a vast ocean" to the IRS. And she is probably right.
Now suppose I decide to go ahead and include Form 1099-R. What becomes of the explanation? Will it impact anything further on down road on the way to filing taxes??
Thanks
‎February 15, 2025
12:04 PM