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After you enter the 1099-R you must continue screen by screen to indicate the amount was recharacterized then it will show on the form 1040 correctly. Do NOT just look at the summary screen as it can be confusing ... instead review the actual form 1040.
After you enter the 1099-R you must continue screen by screen to indicate the amount was recharacterized then it will show on the form 1040 correctly. Do NOT just look at the summary screen as it can be confusing ... instead review the actual form 1040.
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