As you read this in early February, your clients are receiving their annual 1099-R forms that report distributions taken in 2020 from their IRAs and other retirement accounts. Once they look the forms ...
Q. Do distributions marked as IRA/SEP/SIMPLE with Code 7 on a 1099-R fall under the pension exclusion? — Doing my taxes A. We're glad to see you're working on your tax returns. The New Jersey pension ...
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