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Retirement tax questions
Mkay... I'm trying to use the forms view and correct things. Why the heck can't my brokerage just send a single 1099-R for the 7000 conversion rather than one of 6,702.72 (what got into the roth) and another for 297.51 that is the tax collected by the State of MI? Probably not the actual cause of my problem but it does not help!
‎October 15, 2023
2:34 PM