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Retirement tax questions
As long as you enter your 1099-R information into TurboTax exactly how it shows on your 1099-R, the amount in Box 5 will get reported correctly. The IRS likes to keep good record of contributions made to Roth accounts so reporting direct rollovers in Box 5 is common and required to be reported.
‎February 13, 2023
10:21 AM