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Get your taxes done using TurboTax
You should have received Form 1099-R for that distribution.
Enter the 1099-R for that distribution and continue through the interview.
Tax will be determined on several factors, such as how long you held the Roth account and your age.
The fact that the funds were put into another bank account is of no consequence, that is not the same as a roll-over.
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March 5, 2025
10:58 AM
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