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drad0001
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  • Thanks@Mike9241This is what I thought and also what my financial advisor said (and what I think the IRS website says as well). Thanks for your help!
    drad0001
    Updated Dec 10, 2023
  • Hello@RobertB4444Sorry If I piggyback ride on this post but I have a similar situation (Forgot to include 1099R in my 2022 return, with distribution G, $0 taxab...
    drad0001
    8
    Updated Dec 10, 2023
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