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Retirement tax questions
@MindyB Thanks Mindy.
I remember seeing this when I first uploaded 1099-R, and I remember I selected the first option. But now when I go back, I don't see the question anymore. The only questions I get is whether I converted it to Roth 401k or Roth IRA. I said no to both. Still, it's treated as income. Should I go back and delete the 1099-R and upload again?
March 30, 2025
10:15 AM