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Get your taxes done using TurboTax
I am in a similar situation. I rolled over a 401k Roth to another 401k Roth. Received two 1099-R with one having a distribution code of GB and the other G. I know both are considered non-taxable but when I look at my income summary, it shows the pension non-taxable amounts but it is included in my total income, which is not correct. Why is that happening?
‎January 28, 2024
6:43 AM