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Retirement tax questions
My statement that this was a single distribution may have been misleading. The "single" distribution was paid to me monthly rather than in a single sum on a specific date. What I could see happening is by reporting both 1099-R's it could easily be concluded incorrectly by Turbo Tax and the IRS that there were two separate distributions for the exact same amount or double the amount I actually received.
‎June 5, 2019
11:32 PM