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Retirement tax questions
@jrpeter2 wrote:
The way I understand your response there should be no difference between the two. Is that correct?
I did not say that there is no difference "between the two", but here is no "two" to choose from. ESOP reported oi a 1099-R can only be reported one way.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 12, 2020
12:48 PM