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Retirement tax questions
So, should I do the 1099R the way it SHOULD have been done? It is still taxing me on the full amount of conversion, not the amount I put in line 2a of the 1099R, the taxable amount. The after tax portion, co-mingled in this account was documented on previous tax returns and 8606's and I provided to TD Ameritrade, but they wouldn't correct the 1099
‎February 28, 2021
3:32 PM