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Retirement tax questions
I also have a 100% conversion to Roth from traditional IRA in 2021and the 1099R from Schwab has distribution code 7 in box 7 and IRA/SEP/Simple box with an X. I have tried all the suggestions in this conversation but none increase my tax due as one might expect from such a conversion. The explanations and suggestions are not working and TT (Premier for WIN) is not its usual logical self this year.
‎April 16, 2022
1:51 PM