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Retirement tax questions
Why do you have 2 1099R? Are they for the same amount or account? Or did you move 2 accounts to the ROTH? What account was it from? What code is in box 7 on them?
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 line s 4a/4b and 5a/5b. The taxable amount should be on the b line. And it might say ROLLOVER by it.
Before filing you can preview the 1040 or print the whole return
https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-f...
‎February 28, 2022
8:09 AM