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Get your taxes done using TurboTax
Further digging into Turbo Tax help for box 2a implies that for a Roth, box 2a should have been $0. Between that and the checked IRA/SEP/SIMPLE box being checked, I'm thinking the 1099-R was completed inaccurately. I'm checking with my financial advisor. Just to experiment, when I adjust those two fields in Turbo Tax, I go back to getting the refund amount I was expecting.
March 6, 2022
7:52 PM