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Get your taxes done using TurboTax
No, if you did not actually roll-over the distributions received to another institution within the qualified period, then you cannot mark the box saying it was rolled-over to reduce your tax liability and increase your refund. If you did rollover the distribution or a portion of the distribution, you should have received tax reporting documentation that would be used to complete any roll-over information if it was not taken into consideration on your original 1099-R distributed.
‎January 27, 2021
11:34 AM