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March 1, 2025
Question

I took money out of my Roth IRA in 2024 and received a 1099R. The distribution was less than my total contributions. Federal reflects that, but not State. How to fix?

  • March 1, 2025
  • 1 reply
  • 0 views
I tracked my lifetime contributions and inputed that on Federal side when reporting 1099R section. Since distribution was less than contributions, it's not taxable federal income. However, when turbotax transfers numbers to State, it's treating the distribution as taxable. Where do I fix that?

    1 reply

    DaveF1006
    March 11, 2025

    To clarify, what state are we talking about?

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