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Get your taxes done using TurboTax
The Roth account in the employer plan was a designated Roth account in the employer plan, not a Roth IRA. When you enter the code-H Form 1099-R into TurboTax, TurboTax will automatically treat the box-5 amount as an addition to your Roth IRA contribution basis.
March 7, 2025
10:07 AM