gparch1
Level 3
03-01-2025
02:57 PM
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Have a client with 2 Forms 1099R with code J P for distributions from a Roth account. I have entered the basis of the contributions so that $6,000 is not taxed. However, the earnings of $593 should be subject to tax. ProSeries Professional is not handling this correctly. It shows that no earnings from the Roth as being subject to tax. Any ideas of how to correct this?
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