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Retirement tax questions
The issue could be caused by the fact that TurboTax does not create the 1099-R data that gets uploaded. So you know the old programming phrase, "garbage in, garbage out".
So I can't say where the issue is here, but it may not lie with TurboTax at all.
And you are correct: all uploaded forms need to be double-checked after being uploaded.
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March 4, 2025
9:55 AM