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Do you need to use the simplified method worksheet to calculate the taxable amount?
So I have a 1099 R, I rollover the entire 401k to a roth IRA in 2022 due to I change my job to another company. I was asked this question "Do you need to use the simplified method worksheet to calculate the taxable amount?" Should I choose yes or no?
‎February 17, 2023
12:35 PM