rskidgel
New Member

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.