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Retirement tax questions
The full amount in box 1 is taxable, unless YOU know some reason it isn't; which you will tell TurboTax in the interview following entering the 1099-R. The only time a 1099-R is not taxable is when you made after-tax contributions to the account paying the distribution. The most common example is non-deductible contributions to an IRA.
May 31, 2019
4:48 PM