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Retirement tax questions
Choose 'other qualified plan'. All 1099-R's are considered distributions from a 'retirement plan'. The amount in Box 2a will be the taxable amount. You can enter the D in Line 1 for Box 7 and the 7 in Line 2 for Box 7.
Here's more info on 1099-R for Pensions, Annuities, Retirement.
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March 22, 2025
8:28 PM