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Retirement tax questions
No, you do not include the 1.31 gain from the rollover account. You do not need to enter this 1.31 gain anywhere since this was a rollover.
In regards to entering the Form 1099-R for return of excess Roth IRA contribution plus earnings, box 1 is $79.45 ($75 plus $.45 gain) and box 2a is $4.45 (gain from Edward Jones).
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March 10, 2025
9:18 PM
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