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Get your taxes done using TurboTax
Thank you!
If I roll over most of the 7900 to a traditional IRA do I then get to keep the withheld taxes in box 4?
The 7900 is several years of pension payments, this YTD until May when I resigned was 1111 of the 7900 total.
If I do nothing, will that 7900 sit in their retirement account and trigger another 1099-R next year? Or how does that work?
‎February 14, 2023
1:02 AM