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Retirement tax questions
If you entered it initially by uploading a Picture, or PDF of the CSA-1099-R?
Then you should delete the entire form.
...then re-enter it entirely manually by typing in everything.
...Don't upload a picture of PDF of any tax form....if you can't get an "import" that comes directly from the provider's computers, you should just type in the data.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 8, 2025
6:49 AM