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Retirement tax questions
Thank you for the helpful response. I went back to the 1099-R form and carefully looked over it and found that the box on line B5 ("check this box if the entire amount on line B4 was converted to a Roth IRA") did not get checked when going through the interview questions. When I checked it directly on the form, the correct taxable amount appeared.
‎June 3, 2019
5:17 PM