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Retirement tax questions
If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 and make sure it’s right. For 1099R check 1040 line 4b for any taxable amount. If it was a rollover it should say ROLLOVER by it.
June 4, 2019
8:09 PM