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Retirement tax questions
Hello DanaB27,
I just checked the 1099R Turbo Tax worksheet on my final Tax form and noticed that only the "D" distribution code is listed, but lower down this form the box that says "check if not from a qualified retirement plan or IRA IS checked.
So I guess that means IRS will accept this. Do you agree?
Also can you let me know how I can look up “dmertz” original post?
Thanks again.
March 16, 2025
3:33 PM