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Retirement tax questions
The 1099-R instructions list inputting data under Wages and Income section only, but isn't there an associated entry under Deductions and Credits (Trad and Roth IRA contributions)? Also, if the 1099-R is for a 'combined' rollover (2 in-plan rollovers of after-tax cost basis to Roth IRA and earnings to Trad IRA) should they be input as 2 separate 1099-R events?
Thx - Brian M
‎February 21, 2024
8:13 AM