ChiHoang
Level 5

My client withdrew $12,726 from a Roth IRA she owns over 5 years, she contributed over the years $10,400, so her gain was $2,326. She got form 1099-R with distribution code J, and I entered in box 2a taxable amount $2,326.  ProSeries picks up taxable amount of $12,726 instead of $2,326. Why ?

Do I do something wrong ? Thanks for your help.

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