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Use the total amount of pension contributions in the Bogart calculator, not the amount in 1099-R Box 9b. ... Enter the excludable amount of an IRA/403b/457b/TSP withdrawal as determined on the IRA Worksheet (See Adjustments to Line 20a above for more info) 3-Year Rule (first 3 ... He or she received gross income more than $4,200 in 2019. He or ... ................
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