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Business & farm
I am having a similar problem. I moved my Roth from TDA to Fidelity less than 5 years ago, so I am showing code T, which means that Fidelity knows I'm 59-1/2+ but not that I've held the Roth for ... decades. TurboTax shows it as taxable. It's a big distribution. Maybe someone's answer can kill both birds with one stone.
‎February 4, 2024
10:47 AM