BillM223
Expert Alumni

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"My 401K distribution from 2023 was carried over into 2024"

 

What does this mean? Did you get a 1099-R for tax year 2023 that you entered on your 2024 return? What does "carried over" mean?

 

Did you enter a 1099-R for tax year 2024? Was this the rollover? So what was this carryover from 2023?

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