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Retirement tax questions
I went back into the program and changed my answer to the annuity question is line 2 always the taxable amount you used in the past? (or something to that effect). I said no and then it allowed me to input the taxable amount Then I went to forms and did a revised 1099 form with an explanation. Hope this was the right way to do it, but for those of you looking for the same answer, this is how I did it because no one answered.
March 3, 2025
11:00 AM