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Retirement tax questions
The marking of box 2b Total distribution is relatively meaningless to the IRS when the distribution is from an IRA and has no bearing on your tax return. In this case, the total distribution indication simply means that your husband's IRA had a zero balance at year-end, so the marking of this box on the Form 1099-R is fine in this respect.
‎February 5, 2020
1:10 PM
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