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Retirement tax questions
Are you saying that the amount in boxes 1 and 2a are the same, yet you rolled over part of the distribution to an IRA or other proper retirement account?
This would suggest that the issuer of the 1099-R was unaware that part of this distribution would be a rollover (and I can see how that would be possible).
Try going through the screens after the 1099-R and entering that part of the distribution was a rollover and see if that reduces the taxable amount.
Worst case is to split the 1099-R into two 1099-Rs, one with only the rollover portion and the other for the rest of the distribution.
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‎April 1, 2020
8:31 AM