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Retirement tax questions
I have same issue with Roth 401k rollover to Roth IRA. H is checked in Box 7 but Box 2b indicated taxable amount not determined. The rollover is showing up as pension income on line 5b of 1040. When I uncheck box 2b and enter $0 in Box 2a Form 1040 5b goes to $0 . I would have assume the H in Box 7 would result in Turbotax not taxing.
March 22, 2021
6:59 AM