ChiHoang
Level 5
03-14-2023
07:23 PM
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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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