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Retirement tax questions
Hello my boyfriend filed his taxes on the 16th. Simple return with one job and four dependents. However today he received a 1099r in the mail from some money hey got after his mom passed away last year. Has anything changed since this post? Should he wait until he gets his refund to amend or will they hold his refund until he does it? I’m getting a lot mixed answers and we just wanna do what’s best. He shouldn’t owe any money he should get more because of the 1099.
January 23, 2020
1:28 PM