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Get your taxes done using TurboTax
@derohanes You have to indicate that the distribution is from a Qualified Plan or you won't be able to do a tax-free rollover and you won't see the screens I referenced. Go back through the 1099-R entry and look for the screen that says Was This Distribution From a Qualified Plan? and make sure you indicated that it was, if applicable.
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‎February 18, 2022
2:52 PM