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Retirement tax questions
OK dmertz--I think I got it . . . finally!!!!
I read more guidance, both TT and Pub 721. The bottom line is: use Box 2a, when answering this question; not the gross distribution amount in box 1.
As you stated, since the entire amount is taxable, this eliminates the need to calculate anything.
Thanks again.
March 21, 2025
9:09 AM