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Retirement tax questions
Thank you, everyone. That helped a lot. I was able to figure out that there was more than 1 1099R. The one I had was only the part that was NOT rolled over. Therefore, it had distribution code 2. The 2nd one, that I just found, had the rest of the distribution and had distribution code G. Now it makes sense, and TurboTax does the calculations correctly.
I appreciate the quick responses and the patience. Thanks you, again.
4 weeks ago