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March 28, 2022
Question

If I receive both SSA and retirement. What is the answer to where my distribution is from?

  • March 28, 2022
  • 1 reply
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1 reply

March 28, 2022

This is asking about the retirement that you receive. The distribution is from a bank, a brokerage firm, or any organization that pays out retirement. It is the payer's name shown in the upper right corner of the 1099-R.

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