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Retirement tax questions
The Online version is automatically updated when they put out the updates. Nothing you need to do. If there has been an update (which usually happens on Thrusdays like today 3/20 there was an update) then you should revisit the 1099R entries and answer all the followup questions again. I would even delete the 1099R and enter it again Manually so nothing gets missed.
March 20, 2025
11:45 AM