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Retirement tax questions
The 1099R has the post tax amount in box 5 if that makes a difference. Would I leave box 5 off the IRA rollover entry and show the box 5 amount in box 1 and box 5 for the roth rollover? I also read somewhere that the code for the post tax must be an H, not the G shown in box 7. Is that correct? When I split it in turbotax it didn't seem to change the tax amounts at all.
March 8, 2025
6:21 AM