Paul99
Level 2
06-30-2023
09:06 PM
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Thank you. I tried the simple input and when there is $0 taxable amount, then like you, the "Rollover" shows up in line 5b of the 1040.
However, my client has a small taxable amount of $30 because there are some earnings on the after-tax contributions that are being rolled over to the Roth IRA. For some reason, inputting the $30 taxable amount causes the "Rollover" notation to disappear.