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Get your taxes done using TurboTax
I found it on my IRA statement that it went into the traditional IRA, but now that I'm looking at my 1040 for that year, line 5a and b says there was a taxable amount due to a rollover of 5,881, but the 1099-R says the gross distribution amount was 4,700.19. So my final question is was this done correctly? And thanks so much for your help on this!
March 6, 2024
4:07 PM