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Deductions & credits
DMertz,
thank you
I deleted the 1099R, and did indicate the 4-5 steps in the Step by Step Mode.
BUT the 1040R, lines 4a and 4b still show the same amount e.i. no rollover exclusion.
I repeated the steps few times with the same result.
Alena
March 13, 2021
1:12 PM