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Retirement tax questions
It was a taxable transaction because it went from the pre-tax part of the 401k to the Roth (it was a Roth conversion but it was in plan). I think I found a question at the bottom of the 1099 turbotax form that if I click it, all is well. Thanks for your help. It was item B7. Somehow it didn't get clicked (probably my fault
‎June 6, 2019
8:58 AM
14,724 Views