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Form 1099 R Line B4 - how to enter data?
My 1099 R is for a 401K conversion to a ROTH IRA. The 1099 shows Box 1 and Box 5 with the same amount but the taxable amount for box 2A is $0. I know this should be taxable? How to I enter the data so that TurboTax realizes it is taxable?
March 19, 2025
2:52 PM