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Retirement tax questions
Yes, lauren-s you should see the full amount being included on Form 1040 line 4d and in taxable income. Make sure that when asked in the questions that followed entering the details of the Form 1099-R that you indicated the type of Roth account (either Roth IRA or Designated Roth Account in a 401(k), 403(b), etc.) to which you rolled over the distribution.
‎July 10, 2020
6:44 AM