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Retirement tax questions
@JulieS , the Form 1099-R is correct as is, the IRA/SEP/SIMPLE box must be left marked. As indicated in the original question, the rollover was from an IRA to a qualified plan, not from a qualified plan. TurboTax's message suggesting that it has something to do with a Roth account is a bug in the online version of TurboTax.
‎February 25, 2022
9:31 AM