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Retirement tax questions
If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. Check 1040 lines 4 & 5 line b for the right taxable amount. Code G is not taxable it will say ROLLOVER by line b.
‎April 4, 2021
9:00 AM