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Retirement tax questions
line 4b shows the full amount as taxable instead of 0. Yesterday it worked fine, I filed and was accepted. Today, I did the updates. I changed nothing in the return. When opened, I saw my refund had decreased and found the "new error" 1099-R has correct "rollover" box checked, just not linking to the 1040 correctly.
March 26, 2021
1:02 PM