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1099-R Showing Taxable But Aren't
I rolled over my employee profit sharing IRA to another IRA when I retired. Two of the 1099-R's I received from my previous employer showed amounts as Taxable and Code U. When I enter into Turbo Tax I get congratulated that this will not be taxable, yet the running balance at the top of the screen reflects it as being taxable. How do I fix this? Nothing was withheld.
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March 30, 2022
9:31 AM