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Retirement tax questions
OMG, you're my new hero! I did as you said, and for some reason on the worksheet "No" was checked for whether I owned a Roth before 2018. I changed to "Yes" exited the worksheet and changed the "Q" back to "T" and for the first time, the Roth distribution is not being taxed. Thank you very much!
March 10, 2023
1:12 PM