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Retirement tax questions
Yes, they knew it was partly the RMD for 2018 but said they were obligated to report all 2019 distributions on the 2019 1099-R.
My 2018 showed income greater than the 1099-R showed.
I'm wondering if the IRS will recognize that if the 2019 return shows under reporting the 1099-R by the same amount.
March 31, 2020
11:43 AM