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Get your taxes done using TurboTax
After you enter the 1099-R as issued, TurboTax will ask additional questions to determine the rollover status. You will be asked "What did you do with this money?". At this point in the interview select "[name] moved the money to another retirement account (or returned it to the same retirement account.)
This will allow the software to treat the amount properly as a roll over.
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‎February 16, 2025
10:40 AM