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Retirement tax questions
Thank you Dave! We did end up calling the plan administrator and they told us she is NOT eligible for the deduction, as she was earning social security credits at the same time. Also, they mentioned that it only applies to MN State Patrol and one other agency (that I can't remember now!)
I wish the 1099-R would have a box checked to answer this question! But...that would be too easy, right? Lol
‎February 28, 2025
2:41 PM