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Retirement tax questions
So I gave them a call and they said they are not able to determine the taxable amount in 2a, so they list that as equal to the total distribution and check the 2b box "taxable amount not determined." They can't change the 1099-R. The problem is that I have to put this 2a amount into TurboTax and it treats it as additional income that needs to be taxed and I can't figure how or where to explain that this money was an after-tax contribution.
‎February 1, 2023
1:49 PM