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New Member
posted Jun 4, 2019 7:39:22 PM

Would my return be initially too high if everything is entered per my 1099-R but isn't taking into account my taxable withdrawal amount from my Roth IRA?

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Level 3
Jun 4, 2019 7:39:24 PM

Yes.  You can't rely on your Refund Meter until you have everything entered, income and deductions.