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Retirement tax questions
I started a new return and entered only the second 1099-R ($6,98.87)... now 1040 lines 4a and 4b look like they should. My problems start If I try to enter the first 1099-R ($2,309.28).
If I understand correctly, I should just ignore the first 1099-R... but if I do that, then how do I get the $2,000 contribution and the $309.28 earnings into the return? If I just add the first 1099-R to the 2nd, and file only one 1099-R, that seems to work (1040 lines 4a and 4b look correct).... but won't the IRS be looking for 2 1099's?
Thanks
‎April 20, 2025
8:56 PM