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Get your taxes done using TurboTax
Two lines reported. Line 5a would have the full amount of all 1099-R forms. Line 5b would have only the taxable amounts. The rollover would not be included in line 5b.
So for example:
line 5a pension $69,500 + rollover $100,000 + distribution $100,000 = $269,500
line 5b taxable income would be $169,500
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March 31, 2021
12:58 PM