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Retirement tax questions
Thanks for this, @DianeW777 - but the taxable amount showing on my 1099-R is zero - which is correct, because the Roth IRA had been held for more than 5 years by the original account owner at the time of her death, so both the contributions and the earnings should be tax free. Any ideas on why Turbotax would still be calculating tax on the full amount of the withdrawal?
‎February 21, 2022
8:32 AM