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Get your taxes done using TurboTax
One more question. I had already moved the 401k from my former employer to an IRA Edward Jones. I did it in Tax Year 2025. The distribution came from Edward Jones IRA. Does that change anything? I understand the earnings will be covered in Tax Year 2025. Do I still follow the steps you provided? Sorry with so many questions as I don't speak financial terms 🙂
‎April 10, 2025
7:06 AM