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Retirement tax questions
Hi DawnC,
I have the same issue (but with 4D), and during a phone call with a TurboTax expert, she did not recommend omitting the "4" because the entry would differ from the 1099-R submitted to the IRS, and could trigger an audit. I was told there was a fix in progress (I use the online version).
Thoughts?
Thanks!
Carlin
March 18, 2025
7:26 AM