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Get your taxes done using TurboTax
Thanks again. It was a conversion from an old 403b at TIAA to an IRA at Fidelity then immediately to a Roth IRA at Fidelity. Just to make sure we're in sync, Option 2 says "Early distribution (except Roth IRA) exceptions apply".
Is that the one you referenced ?
Much appreciated!
‎November 11, 2021
11:09 AM