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TT 2025 Desktop not handling 1099 R with code 8J
Turbo Tax can't handle 1099 R with code 8J. It uses the amount in 1 instead of 2b. This is a Roth IRA and the the FP manager put money into my Roth instead of my IRA. I noticed it immediately and they took it out except $0.12. But TT thinks the full distribution amount of $99.88 should be taxed though line 2b is $0.00. Not sure what to do next.
Friday