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Retirement tax questions
I was under the impression that $17,830.84 was in box 5 of the original Form 1099-R. If box 5 of the original form is zero, the portion rolled over to the Roth IRA is taxable and there should be nothing in box 5 of the split Form 1099-R that is used to report the portion rolled over to the Roth IRA.
‎February 24, 2025
1:30 PM