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I needed to enter the basis on Form 8606. That is truly what determines the taxable amount.
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Thanks for your quick response.Client is 54, contributions from where the distribution was taken are more than 5 years old. Box J is entered, $0.00 is entered i...
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I have Roth Distribution with a taxable amount of zero that is still showing up as taxable even though I enter $0.00 in box 2a. Is there something else I should...
