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Retirement tax questions
Critter-3, that's sufficient to get TurboTax to treat it as taxable only if you also have a zero in box 5. If box 5 is blank and you indicate that it was rolled over to a Roth IRA, TurboTax will assume that the payer meant to put in box 5 the same amount as is in box 1 and will still treat it as nontaxable.
‎February 20, 2021
6:05 PM