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I wd $54K of tax-deferred (49K+) & tax-exempt (4K+) $'s f/TSP & rolled to RothIRA. TT Online is adding both 54K&49K amts as taxable in 1099-R summary so how do I correct?
The tax-exempt amount was part of my active duty military TSP contributions while in a combat zone. I assume I'm answering one of the TT Online 1099 questions incorrectly and that is why TT is adding the total withdrawal and taxable amounts (instead of just the taxable amount) to my income.
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‎April 10, 2023
6:46 PM