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Retirement tax questions
"reported both the original amount, and the amount I removed on my 2023 taxes prior to submitting them."
you have to clarify: what lines and amounts?
According to IRS instructions, this does not sound like proper reporting.
What is the taxable amount on your 1099-R code PJ?, that is the amount to be reported on Line 4b of 2023 tax return.
March 9, 2025
2:49 PM