qbteachmt
Level 15
03-29-2022
06:01 PM
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"I trust that means their joint AGI"
AGI on the form your taxpayer (the person who got issued a 1099-R as they had a qualifying event in their retirement account).
I'm just clarifying that Retirement account(s) and plan(s) are Individual; not Joint. You are trying to process that person's events.
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Don't yell at us; we're volunteers