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Retirement tax questions
You are correct that box 1 and 2 are the same. As you walk through the questions, it asks if the amount was rolled into a retirement account. It asks if all or part was rolled over. Then you say how much (put in the indirect rollover amount) next was determine how much is taxable. I put in the difference. This is the amount that should appear on on the 1040. I just get 0.
‎February 23, 2025
7:09 PM