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Deductions & credits
Great, thanks for the prompt response. We followed your instructions and it makes sense that we've correctly addressed the split in Turbotax. The 'Picture of Your 2024 Income' still shows that Roth/Rollover money as part of our total income, but we confirmed that when we did a rollover in a previous year, it also showed the rollover $ as part of our total income for that year (and we weren't charged income tax on it), so all is good. Thanks for your detailed response!
‎April 8, 2025
9:02 AM