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Get your taxes done using TurboTax
@Opus 17 Thank you for your reply!! So even though when I file my 2023 taxes, I won't have any form that indicates that I successfully rolled over my 401k check into an IRA, they won't question it? Just curious- then how would the IRS make sure that the person didn't 'cash out' the check or just basically write the check to their taxable brokerage and thus just use it instead of rolling over into a retirement account?
‎January 11, 2024
12:53 PM