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Retirement tax questions
THANK YOU for this reply! That fixed it for me as well - just had to remove the Uploaded 1099Rs and manually enter them, and then presto I'm able to indicate that they were for Higher Education.
Hey Intuit - please fix this upload process!!! Now I'm wondering how many prior years were uploaded wrong and I didn't think to catch it. I've been withdrawing from Roths for years for Higher Ed expenses. Looks like I'll be amending some prior year returns now - ugh.
March 4, 2025
9:17 AM