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Retirement tax questions
@dwleider go back and read each and every question TT is asking VERY closely. You may have answered something incorrectly. What is the code in Box 7 of form 1099-R.
Agree that if the Roth has been open at least five calendar years and you are over 59.5 years old, it is not taxable.
‎April 9, 2025
3:26 PM