qbteachmt
Level 15
03-30-2022
01:35 PM
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Read him his own 2020 tax form against his own 1099-R, and show him the taxes and the taxable amount there. I always offer them the benefit of the doubt, "Let's work through it together." Of course, you would have already reviewed, flagged and/or highlighted what you will show him, so it goes quickly, and that is your chance to confirm you made no errors.
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers