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Code T indicates that the issuer do not know if the Roth was held for 5 years. Be sure to answer yes to that question in the interview. The box 1 amount should be on the 1040 form line 15a and zero on 15b for the taxable amount.
Code T indicates that the issuer do not know if the Roth was held for 5 years. Be sure to answer yes to that question in the interview. The box 1 amount should be on the 1040 form line 15a and zero on 15b for the taxable amount.
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