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Get your taxes done using TurboTax
Correct @RBBrittain
The form stated G, which indicates it was a direct rollover from one qualified plan or account to another which makes it wholly nontaxable.
I verified with Turbotax amend and verified nothing changed too, there is really no benefit of doing it and will require me to do many amends per year (Fed + States) * years
Whats the benefit part?
‎February 19, 2023
8:07 AM