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Retirement tax questions
What code is in box 7 on the 1099R? It shouldn't be taxable and say Rollover by 1040 line 5b. If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right.
‎April 2, 2023
10:02 AM