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Retirement tax questions
Thank you for the reply! I only received 1 distribution. There are 2 completely different forms (not a correction) - one from the insurance co - and the other from the investment co - each form has different company names and different payers state numbers. The form from the investment co says it's a 2019 Retirement Account Tax Info Statement, but also lists 2019 Form 1099-R info and the one from the insurance co is the actual irs.gov 1099-R form.
‎February 1, 2020
2:30 PM