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Get your taxes done using TurboTax
You will need to clarify for us what is listed on the Form 1099-R, especially the code(s) in box 7. If the funds came from a non-ROTH type of retirement account, where the contributions where put in pre-tax, then the distribution would normally be taxable if the funds were rolled over to a ROTH IRA.
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March 19, 2024
12:52 PM