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1099 R
I received a 1099 R from a direct rollover on a Roth IRA. Box 1 and box 2 are blank with box 5 have a dollar amount. Distribution code is R. I can’t enter this as box 1 needs an amount . Called investment company which said this is a loss from what I paid vs the current value at the time of the rollover (a loss). Anyone know how to file this?
February 8, 2023
11:47 AM