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Financial Planning / Tax Strategies


Subject:  Re: Tax Planning - Option to Take Pension Date:  1/15/2014  4:45 PM
Author:  TMFPMarti Number:  119854 of 124773

Apparently there's more in my what-if scenerio to get the right results in turbotax - as it was adding on a penalty.

If you're doing the annuity scenario use code 2 for Box 7 of the 1099-R.

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