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Get your taxes done using TurboTax
Thank you for your response. That's what I suspect as well. I am going to contact my plan to follow up with this and see if they will generate another 1099-R or explain why they filled it out the way they did. My concern is that I would also be taxed on the gain on that Roth amount that is over.
If anyone else has more information about this, I would appreciate your feedback. Thank you!
March 24, 2025
11:53 AM