Show Notes:

Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786?

Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893?

Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R