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New Tax Reporting Changes for IRA and Plan Distributions

Feb 25, 2019 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
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The IRS has changed the line numbers for reporting IRA and employer plan distribution on Form 1040, U.S. Individual Income Tax Return. Advisors should make note of these changes, to help ensure that they can respond to related questions from clients.

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