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Get your taxes done using TurboTax
Yes, it was "trustee to trustee" and I did get a 1099-R. Never touched the money and the two financial institutions took care of it. I know it's not the right way to do it but if I click "I rolled it over" to another retirement account it becomes nontaxable. There is no other option on TurboTax!
‎February 2, 2021
5:05 PM