qbteachmt
Level 15
03-17-2021
05:17 PM
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"the taxable amount is different from the total distribution"
Which type of IRA account?
Which boxes have which codes?
How old is the account owner?
Is there basis in that account?
Was this a qualified coronavirus distribution or regular?
Did you look to see if the 1099-R resulted in needing the Form 8606?
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Don't yell at us; we're volunteers