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Retirement tax questions
Same issue with the 1099R. Mine is a NON-spousal inherited ROTH IRA and the bank refuses to change the code from “T” even though the ROTH was open over 5yrs while the acct holder was alive.
Will TurboTax ask follow-up questions so that the distribution is not taxable?
Will the FREE version cover this scenario? If not, which version does?
March 9, 2022
7:50 AM