Retirement tax questions

@judysims @Opus 17 

 

For some strange reason...someone at TTX thought they needed to change the text in the follow-up question over what it was in 2024.  Asked @GabiU  to see if she could get it changed back , weeks ago. I seem to recall that  @dmertz  agreed it needed changing too. 

 

So far....nothing ..... and I keep posting corrections for folks....but only those who just happen to know it's leading them astray. and ask What the heck is going on!!

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Here's what the question asked in the 2024 software:

 

1099R_Box2a_2024text.png

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*