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Writing for Morningstar, Natalie Choate Outlines Three Misleading IRS Forms

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Natalie Choate, a member of the firm’s Private Client Department, authored an article that explains a trio of IRS forms that can lead people astray regarding proper tax treatment of your retirement benefits for Morningstar. In the article, “Three Misleading IRS Forms,” Natalie explains how forms 5498, 5329, and 1099-R can easily mislead tax preparers.

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