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Retirement tax questions
The distribution from my Roth should not be taxable despite not meeting the 5 year period; cash was used to fund the Roth and cash was distributed so there was no additional gain. My 1099-R is coded at T. How do I input the distribution to ensure that only the conversion to Roth is taxed, not the distribution from it?
March 5, 2025
2:15 PM