RobertB4444
Expert Alumni

Retirement tax questions

You should enter them as they are.  The IRS requires that all of the amounts on your 1099-R (and all of your forms) get rounded to the nearest dollar.  So that $0.43 isn't going to make a difference.  It will show as a rollover and then a withdrawal of excess contribution all of which will be non-taxable because they are Roths.  

 

@mpapadop 

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