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1099-R. Insurance product matured - 1099-R received. Rolled 100% into new product. TT says not taxable but it still seems to include as taxable income. Any guidance?
TT, through a couple of questions, indicates this is not taxable, however it is still impacting my taxes owed calc. Only if I set box 2A = 0 does it fix the issue. Maybe I'm doing something wrong?
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‎February 14, 2024
10:42 AM