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Retirement tax questions
If the box 7 code on your 1099-R is 4D, the question should not appear; we are working to update the 1099-R interview. In the meantime, when asked when the decedent was born, answer they were born AFTER January 1, 1952, whether true or not. @HEFEWEIZEN
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March 10, 2025
8:56 PM