PATAX
Level 15
05-18-2023
01:36 PM
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Per colleagues, IRS requested copy of W-2 form, form 1099R, and/or form 1099 SSA (with w/h). Not sure if this was already mentioned on this forum. Can't recall this ever happening with me, although Pennsylvania will occasionally request a 1099R if there is PA income tax withheld.
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