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Retirement tax questions
It depends on how you answered the questions.
- Make sure that the IRA?SEP/SIMPLE box is checked in the 1099R.
- After you enter the 1099R's, mention that you have met the 5-yr holding period. for the Roth.
- Finish out the rest of the section.
If you are still having issues, contact Turbo Tax live support so they can look at your screen and guide you further.
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March 18, 2022
1:45 PM