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Retirement tax questions
I suggest deleting the 3 1099-R's and enter only one and see what is on the 1040 line 5b. If there is a taxable amount then what code in in box 7 on the 1099-R and what is in box 2a and box 5?
You need to establish which one is causing the problem and the reason for it.
If you rolled a 401(k) to a Roth IRA then that is a taxable conversion, not a rollover.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎April 11, 2021
11:13 AM