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Retirement tax questions
I have a similar situation where a small part of 401k was rolled to a Roth. 1099-R shows total distribution amount and the Roth Conversion amount in 2a. I input that into TT exactly, yet the taxable amount does not show in the final return. I suppose the answer is the same, though it seems odd that the taxable amount when input is not calculated in TT at both state and federal level.
March 2, 2025
8:44 AM