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Retirement tax questions
What are you entering to test for 2024? You should enter a 1099R not a 1099B. Whether you did a conversion, took a withdrawal or "harvested gains" it would be taxed the same. Are you switching to forms mode and checking the 1040 line 4a and 4b for the taxable amount?
. @dmertz
May 21, 2024
2:15 PM