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Understand color coded entries

You must complete entries for TaxWise Online to check off the form as “complete” on the list of forms in the Tree. When you type data in a required entry, TaxWise Online displays the text in …

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1099R Codes for Box 7

Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2017. Use Code 8 for an IRA distribution under section 408 (d) (4), unless Code P applies. Also use this code …

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