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Get your taxes done using TurboTax
“Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return.”
If you had the funds rolled over trustee-to-trustee, they should have known what they were doing and I assume you knew what you were doing to initiate the rollover, so just don't enter the 1099-Q (if you got one)
It is a non-reportable event.
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March 12, 2025
5:14 PM