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Reporting an Annuity direct transfer
I moved funds from an Annuity into my 401k. This was a direct non taxable rollover. I cannot seem to find where I can enter it into TurboTax without a 1099R which the annuity company does not issue for non taxable rollovers. How do I report this in turbo?
‎February 5, 2025
9:35 AM