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Retirement tax questions
The system thinks that you converted the rollover to a traditional IRA. You need to go back through the questions and make sure that you specified that it was rolled over into a Roth IRA.
In addition the 1099-R needs to be correct. The amount in box 2 should be the same as the amount in box 1 and the code in box 7 should be '2'.
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‎April 8, 2024
11:03 AM