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Get your taxes done using TurboTax
It is the law, whenever money from a retirement account moves, there has to be a trail. Even for a direct rollover. They should have put $0 in taxable, but as long as it is blank you are okay. They should have put a G in box 7 signifying a direct rollover with no tax consequences. You will see the amount under retirement on your return, but the amount that makes it over to the total will be $0.
‎February 25, 2022
5:09 PM