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New Member
posted Apr 3, 2024 1:34:27 PM

CalPERS Form 1099-R reports Gross Distribution slightly less than Taxable amount and this is blocking e-file. Help please.

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1 Replies
Expert Alumni
Apr 3, 2024 3:56:32 PM

Have you called CalPERS and asked them how this could be? A corrected 1099-R might be the simplest solution.