jnkniffencpa
Level 2
03-10-2023
03:59 PM
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I have a similar issue where a client was deemed 100% disabled and withheld about 4 months of his DFAS retirement. His 1099R still reflected the full amount but the VA sent a letter indicating he could exclude the withheld portion from taxation. Anyone have thoughts on how to exclude that to avoid a notice from the IRS?
Thanks