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Retirement tax questions
@Puzzled : Here is my understanding.
Box 1: $100,000
Box 2a: $0.00
Box 5: $5,000
Box 7: G, with IRA/SEP/SIMPLE not checked
When you go through the questions on TT, based on the info you have provided above, $5,000 is towards the Roth IRA and $95,000 would be towards a Rollover Traditional IRA.
Take a look at the following thread:
Thank you!
‎April 9, 2024
9:36 AM