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Retirement tax questions
Well, after my last post I decided to try again. I deleted the 1099-R forms and re-entered everything. This time everything worked perfectly using your instructions. The only thing I did differently was to enter the higher RMD/lower distribution IRA first. Other than that, I have no idea what went wrong the first time, but I'm happy with the result.
March 21, 2025
7:51 PM