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Get your taxes done using TurboTax
Yes you do. If you do not report it as a rollover then the IRS will assume that it was not rolled over and send a bill for the tax.
You should have already received the 1099-R form the account trustee. If not then call the trustee.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎February 9, 2020
8:02 AM