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Retirement tax questions
[ B ] [ C ]
in your case YES.
Moreover , due to TurboTax issues.
to avoid penalty, for each 1099-R, tell TurboTax that distributed amount is the calculated required amount.
[ D } all distributions have to be reported.
IRS computers will do their thing. It's not clear that IRS is putting a lot of energy into this potential TAX GAP.
{ E }
any distribution after death will have your SSN on it.
March 29, 2025
10:06 AM