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Retirement tax questions
Especially if you uploaded a PDF or Picture of your 1099-R form?
.......it is absolutely CRITICAL, that you EDIT every 1099-R form you entered that way and check every box against your paper form.......Because the AI that interprets that PDF/Picture upload will commonly enter stuff in the wrong place.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 28, 2025
10:54 AM