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1099-R Problem
I have a disbursement from a 403b account that came from the post-tax distributions I have received over the past seven years. The total distribution was $70K but the taxable amount (box 2a) was only $55K. I have this entered correctly in my desktop Turbotax, BUT - the program keeps listing the entire $70K as my income. I've searched all over for a solution, but to no avail. Any ideas on a fix?
May 9, 2025
11:34 AM