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ONE BROKER, TWO EMPLOYERS
Both NCR Corp. and Rockwell Automation use Fidelity to manage retirement (IRA, Pension) accounts. I worked for both of them. From one, I am receiving pension payments from Fidelity. From the other, I rolled over my retirement account to a different broker. I've entered the information for the retirement savings I am receiving from the pension. How do I enter the rolled-over amount and receiving institution into TurboTax 2022?
‎February 7, 2023
9:33 AM