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Retirement tax questions
Your 1099-R will not be taxable. However, it does show as a distribution on Line 5a of Form 1040, but is not included in the Taxable Amount shown on Line 5b of Form 1040.
I think there was some confusion between Box 5 on your 1099-R and Line 5 on Form 1040.
@BobR4
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‎April 1, 2022
1:19 PM