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error with 1099R import
I received four 1099R forms for 2024 tax year from third parties
(two) were Roth IRA distributions
(one) was a regular IRA distribution
(one) was a pension distribution
PROBLEM:
the two Roth IRA distributions were INCORRECTLY lumped in with my regular IRA dist. as TAXABLE !!!
the two Roth IRA distributions were also INCORRECTLY duplicated with zero dollars shown in each
the pension distribution was INCORRECTLY duplicated with zero dollars shown
PLEASE ADVISE
March 8, 2025
6:32 AM