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Ellis0822
Level 2

My husband's 1099R has code 7D in box 7. Why did turbo tax complete form 5329 and list the 1099R taxable amount on line 2 with an exception code of 12?

This worked!  Thank you very much for all of your help!!!

@BillM223

‎February 28, 2025 11:17 AM
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