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Get your taxes done using TurboTax
@dmertz : thanks for your comprehensive responses to my questions for 1099 form with code 1B
1B represents "the overall investment loss in the designated Roth account in your 401(k), the portion of contribution basis that exceeded the amount rolled over to your Roth IRA"
Best,
Gulsheen
March 21, 2023
5:43 PM