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Retirement tax questions
As far as TurboTax and the IRS are concerned, if it's a 1099-R with your SSN it *is* your retirement. However, you may wanna double check with CalSTRS and/or the IRS to see if that is correct. I know "representative payee" Social Security checks are still potentially income to the person earning the check (NOT the payee), but the law may work a bit differently for retirement.
‎June 5, 2019
11:33 PM