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Get your taxes done using TurboTax
You should have received a 1099-R for the rollover amount. The key question is going to be:
- "What did you do with the money from this payer".
- The answer is "Taxpayer moved the money to another retirement account".
- A drop down will appear
- Select "Taxpayer rolled over all of this money to another traditional IRA".
If you indicated that it was rolled over to a ROTH it would be taxable.
If for some reason this does not resolve the issue, delete it and post it again.
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March 26, 2020
1:51 PM