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Retirement tax questions
- First time 32K from post-tax 401K to roth 401K
- Second time the same 32K from roth 401K to roth IRA
And thus line 5a may be counting this 32K twice.
Exactly as it should. Line 5a should show $64k. Line 5b should show zero taxable with the ROLLOVER notation.
March 5, 2023
5:38 PM
1,198 Views